There are alternative options on how you can merge Intuit accounts together, @meganutz-touchst.
Right now, there isn't a way to automatically export data from QuickBooks Self-Employed (QBSE) into another QuickBooks product. This is because the Self-Employed version isn't a double-entry bookkeeping program and doesn't contain registers. Rest assured that I've got some steps to help you achieve your goal.
If you want to go to QuickBooks Online (QBO), you'll first need to download all of your work in your QBSE account. Let me guide you how.
- Go to the Reports menu.
- Select a tax year in the Tax details section.
- Click Download to get a Tax Details report for each tax year.
Second, download your transactions in a CSV file and upload them into the Online version. Here's how:
- Go to Transactions from the left menu.
- Choose Add transaction.
- Enter the date, transaction description, and amount.
- Select a category type to download from the drop-down menus.
- Enter notes, browse, and upload a receipt.
- Click Save.
- Select the download icon to the right of Action for the CSV file.
- Save it to your computer.
Third, you can sign up for a QBO account. Fourth, move your downloaded transactions to this account. Fifth, cancel your QBSE subscription. For detailed steps, go through this article: Switch from QuickBooks Self-Employed to QuickBooks Online. To help you get started in QBO, visit this website: Basics. This link helps you effectively manage your income, expenses, inventory, and QBO account.
If you want to go to QuickBooks Desktop (QBDT), you'll have to manually enter the data in your desktop company file. For more details, check out this article: Self-Employed to Desktop.
You can always visit this website: QuickBooks Desktop. This link provides you helpful topics on how to efficiently manage QBDT so you can get set up for success using the program.
Please know that I'm always here to help if you need anything else. Have a good day, @meganutz-touchst.
