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March 22, 2024
Question

Hi i would like to activate my quickbook online account and transfer all my jnformations from “quickbook self employed “ is that possible?

  • March 22, 2024
  • 1 reply
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I am already using quickbook self emploed but i wanna switch to quickbook online

1 reply

March 22, 2024

Hello there, @fatherjohnllc. I'm here to help you transfer your data.

 

Are you trying to migrate your data from QuickBooks Self-Employed (QBSE) to QuickBooks Online (QBO)? If so, you can follow these steps to move your data: 

 

  1. Go to Settings ⚙, then from the Profile column, click Upgrade.
  2. Select Choose plan on the one that you prefer.
  3. Review the changes in features and click Sounds good.
  4. If you want to copy your data to QuickBooks Online, select Bring my data.
  5. Review the summary of data that you'll move to QuickBooks Online.
  6. Click Continue, then To QuickBooks Online!
  7. Double-check your payment method, then select Change plan. If you need to change your payment method, click  Edit.
  8. Answer or confirm ‌a few details about your business to start using QuickBooks Online.

 

Please remember that when you transition from QuickBooks Self-Employed (QBSE) to QuickBooks Online (QBO), it is important to note that this is a one-way process. Once you complete the migration and switch to QBO, you won't have the option to revert to QBSE.To ensure the safety of your data and have a separate copy for reference, it is highly recommended that you create a backup of your data from QBSE before proceeding with the transition. Here's how you can download your data from QBSE:

 

  1. Go to Reports.
  2. From the Tax details section, select a tax year.
  3. Click Download.
  4. Download a report for each year you have in QuickBooks.
  5. Repeat these steps for your Profit and Loss, Mileage Log, and Receipts.

 

Everything you need to know is listed in this article: Switch from QuickBooks Self-Employed to QuickBooks Online 

 

To help with the transition and get your company file started, you can check our walkthrough guide for QuickBooks Online.

 

I'm dedicated to ensuring a smooth transition for you, so don't hesitate to reach out if there's anything else I can do to help. Have a great day!

March 22, 2024

Unfortunately when i go setting ,profile there is no “upgrade “ option thats the problem . I have no idea why. I am about to give up and use “jobber” instead. 
Has been days….. i couldnt switch it