Skip to main content
April 24, 2021
Question

Which quickbooks allows me to complete a balance sheet

  • April 24, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

April 24, 2021

Hello @ljames321,

 

QuickBooks Online is an upgraded version of QuickBooks Self-Employed that allows you to complete a balance sheet. You can convert your data depending on the choices you have with your subscription. Let me show you how.

 

But before we proceed, it is recommended to save a copy of your financial report first before converting your data. That being said, let's proceed with the conversion depending on the choices you have.

 

  1. Go to the Gear icon.
  2. Under About you, select Billing info.
  3. Select Explore QuickBooks Online Plans.
  4. Click Switch plan or Choose plan.
  5. Select Bring my data.
  6. Click To QuickBooks Online.

 

However, if you don't see such an option, you can download your self-employed data and manually move to the online version. Learn more about the manual conversion with this article: Switch from QuickBooks Self-Employed to QuickBooks Online.

 

Additionally, I've also included this reference for a compilation of articles you can use while working with us: Get Started with QuickBooks Online.

 

If there's anything else that I can help you with, please let me know by leaving any comments below. I'll be here to lend a hand.