I switched from self employed to quickbooks online last summer, my data didn't transfer over. Where is my data for 2018 (when I started using QB self employed) and 2019?
Hi there, @treecare.
QuickBooks Self-Employed (QBSE) is designed for freelancers or self-employed individuals, while QuickBooks Online (QBO) is for small business owners. This means that there isn't an integrated way to switch a QBSE account to QBO or vice versa. But I can surely help you set up a new QBO account and start it from there.
For the transactions, you can manually add them to QBO. Let me walk you through the steps on how.
Click the + New from the left menu.
Choose any Customers or Vendors transactions from there.
For bank transactions, you can add them to your register. Let me show you how.
Go to the Accounting menu at the left panel.
Select Chart of Accounts.
Choose a Bank Account.
Click View Register.
Under the Funnel icon, click the Add journal entry drop-down and choose any transaction type.