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A
anneb91827-gmail
March 21, 2021
Question

How do I switch from QB Self Employed to QB Small Business? Will all my data transfer?

  • March 21, 2021
  • 2 replies
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Original commenter did not share additional details

2 replies

J
JonpriL
March 21, 2021

Hello @anneb91827-gmail

 

You can convert from QuickBooks Self-Employed to the online version 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.

K
KMP25
December 16, 2021

I purchased QBSE through my iPhone app.  I want to transfer everything over to QBO.  It won't let me use the automated process because I paid for QB through my apple app.  Now what?  Why does it matter how I paid. Don't answer that, but please tell me how to stop paying through apple app and start paying though quickbooks on my computer so I can have a smoother and less time consuming transition. 

 

Thank you.

Fiat Lux - ASIA
Fiat Lux - ASIA
December 17, 2021

@KMP25 

You have to contact Intuit Support to migrate your billing method first from AppStore. Then you can prepare your new blank account to migrate data.

https:// quickbooks.grsm.io/US
https:// quickbooks.grsm.io/us-promo

 

 

 

Fiat Lux - ASIA
Fiat Lux - ASIA
March 22, 2021

@anneb91827-gmail 

If you have to open a new QBO account, make sure to click the Buy button to get the discounted price for up to 3 months. If you purchase from the Trial account, you have to pay the regular rate.

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