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March 4, 2021
Question

I am trying to import customers from my Plus plan into my Self-Employed plan, so I can cancel my Plus plan. I have made an Excel file from the Plus plan. How do I import these customers into the Self-Employed plan?

  • March 4, 2021
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1 reply

March 4, 2021

Hello there, hughart1.

 

Due to feature differences, we're unable to import the customer list to QuickBooks Self-Employed (QBSE). You'll want to manually enter them  Let me show you how to enter customer information: 

 

  1. Log in to your QuickBooks Self-Employed account.
  2. From the left menu, click Invoices and then Create invoice. Though you're not entering an invoice it is where you can add customers. 
  3. In the Header section, click Add customer.
  4. Select + Add new.
  5. In your Excel file, you can copy and paste the data. 
  6. Once done click Save

Do steps 3 to 6 to proceed in adding the rest of your customers. I'll be attaching a few articles that will help get an overview of how QBSE works:

 

Let me know if you have other questions. Have a great day!