QuickBooks Team

Account Management

Thanks for the quick response, duncan-robertson.


Allow me to step in for a moment and share some information about importing transactions from QuickBooks Online to QuickBooks Self-Employed.


You can only transfer bank transactions from other sources going to your QBSE account. All you have to do is use the Import feature.


To import the data via .CSV file:

 

  1. Go to the Gear icon at the top, then choose Imports.
  2. In the right hand, choose Import older transactions.
  3. Follow the on-screen instructions.
  4. Choose Import.

To ensure you stay on top of the tax returns, make sure to categorise the downloaded transactions. You can refer to the About SA103F Categories article for detailed information.

 

In regard to the other data, you still have to manually enter them in your account.

 

Feel free to come back if there's anything else I can help you with. I'm always ready to assist  further. Wishing you the best.