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February 20, 2021
Question

How do you switch your date in Quickbooks Online account to a Quickbooks Self-Employed account?

  • February 20, 2021
  • 1 reply
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1 reply

February 20, 2021

 Thanks for joining us here today, @usernotchamamaa.

 

I have some information about switching data from QBO to QBSE. Since these two programs are designed differently, the conversion process is unavailable. However, you can upload your bank transactions manually in QBSE after you add and connect your bank account.

 

To do so, please refer to the step-by-step instruction found in this article: Connect bank and credit card accounts to QuickBooks Self-Employed.

 

Once connected, you can now import your transactions by follow these steps below.

 

  1. Go to the Gear icon and select Imports.
  2. Choose Import transactions.
  3. Follow the onscreen steps to upload the CSV file.
  4. Click Import.

Want more details? Check out this guide: Manually import transactions into QuickBooks Self-Employed.

 

I'm also adding these links below to help you along the way.

 

 

Don't hesitate to let me know if you still have questions about the program. I'll be around for you. Take care and have wonderful weekend ahead.