cancel
Showing results for 
Search instead for 
Did you mean: 
gregwind
Level 1

Can I transfer invoices from Quickbooks Self Employed to Quickbooks Online, or even upload PDF copies?

How else can I keep a record of what has been paid and when? 

2 Comments 2
Rustler
Level 15

Can I transfer invoices from Quickbooks Self Employed to Quickbooks Online, or even upload PDF copies?

You can email them to yourself from QBSE, but no you can not transfer anything from QBSE to QBO or visa versa

Kristine Mae
Moderator

Can I transfer invoices from Quickbooks Self Employed to Quickbooks Online, or even upload PDF copies?

You're unable to transfer the invoices, Greg39.

 

In addition to what Rustler mentioned, you'll want to enter the transactions manually in QuickBooks Online. There are two ways to enter past sales and A/R transactions:

  • Chronologically
  • In Batches

I'll share the article about entering historical information with the detailed steps. 

 

Moreover, if you plan to connect the same bank or credit card account you used in QuickBooks Self-Employed, you don't have to move the transactions. You'll just have to connect the account in QuickBooks Online. This way, transactions will automatically download. This helps you save time and avoid duplicate transactions. 

 

Get back to us if you have more questions. We'll be here to help you. 

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us