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Jan 7, 2024 11:53 AM UTC
Question

Help upgrading my plan from self employed to essential - hit a problem

Hello , I tried looking in the search part and I need to upgrade my plan from self employed to essentials after meeting with my accountant recently.

 

Now I tried to follow advice from a similar question posted but it appears I have created a new business rather export my info from my current self employed to essentials and now have two accounts / businesses.

 

Can anyone help me? I thought I was fairly tech savvy but clearly I'm an idiot. Thanks in advance

 

Barry

2 replies

Jan 7, 2024 11:58 AM UTC

Do you need to convert data from QBSE to QBO? You need to migrate data manually or purchase a 3rd party conversion service.

Jan 7, 2024 12:12 PM UTC

I think I will just call quick books tomorrow and cancel the upgrade just now and speak to my accountant again as I do not want to create her more work if I make a mess of the transferring of info etc. Thanks for replying though