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M
micki-mickiwoods
January 4, 2022
Question

How do I import my transactions to Quickbooks Simple Start from Quickbooks Self Employed?

  • January 4, 2022
  • 1 reply
  • 0 views
I have QB Self Employed and just purchased Simple Start. Unfortunately all my transactions don't automatically import. I have downloaded the transactions from the QBSE but now I don't know where to upload them within QB Simple Start. Help please.

1 reply

AlcaeusF
AlcaeusF
January 4, 2022

You've come to the right place, @micki-mickiwoods.

 

Great choice! Let me show you how to import your QuickBooks Self-Employed (QBSE) transactions to your new QuickBooks Online (QBO) Simple Start.

 

Since you already downloaded your transactions from your QBSE account, here's how to import them to QBO:

 

  1. Log into your QBO account.
  2. Click the Gear icon at the top right and select Import Data.
  3. Choose Bank Data.
  4. In the Get your info from your bank section, tick Browse.
  5. Locate the CSV file you downloaded, then hit Open and Next.
  6. From the QuickBooks Account ▼ drop-down menu, choose the account you want to move the transactions into.
  7. Click Next.
  8. If you don't have any accounts yet, here's how to create new ones.
  9. Match the statement fields from the CSV with the ones in QuickBooks Online. Then Next.
  10. Select the transactions you want to move to QBO, then Next.
  11. Hit Yes, and Let’s go.

 

For more information about the process, you can refer to this article: Switch from QuickBooks Self-Employed to QuickBooks Online.

 

Once completed, go to the Banking menu at the left pane, then select Banking. Follow the steps to review and categorize your transactions.

 

I also recommend visiting our website for more tips and resources about managing your QBO in the future: QBO self-help articles.

 

I'm only a post away if you need more help with importing your transactions, or if you have any other concerns. Take care and have a great day.

    M
    micki-mickiwoodsAuthor
    January 5, 2022

    Is there a way to import old invoices?

    J
    JonpriL
    January 5, 2022

    I'm here to help create your invoices, @micki-mickiwoods.

     

    You can create a list of old invoices and import the file to create them in batch. I'll show you how.

     

    Firstly, the following links below are sample files you can use to create the CSV file showing a list of your invoices:

     

     

    Once done, follow the steps below to import and create your invoices all at once:

     

    1. Go to the Gear icon.
    2. Under Tools, select Import Data.
    3. Select Invoices.
    4. Click Browse.
    5. Find and open the CSV file of your invoices.
    6. Select Next.
    7. Click Import.

     

    To add, here's an article you can read to learn more about importing invoices in batch: Import Multiple Invoices at Once.

     

    Lastly, I've also included this helpful article for ideas about the other methods you can start using in accepting payments from your customers: Record Invoice Payments in QuickBooks Online.

     

    Keep me updated in the comments if you have any other questions other than QuickBooks invoicing. I'll be here to lend a helping hand. Take care and stay safe!

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