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January 28, 2021
Question

Migrate my account into small business account

  • January 28, 2021
  • 1 reply
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1 reply

JasroV
January 28, 2021

Welcome to the Community, @useralicedu2007.

 

I’d be glad to guide you on how to move your QuickBooks Self-Employed (QBSE) account to another version of QuickBooks. Before we start, ensure to log in to your account via a regular web browser. Doing this process isn't possible in the mobile app.

 

Once ready, we’ll need to download your financial reports:

 

  1. Go to the Reports menu.
  2. Select a tax year in the Tax details section.
  3. Click Download to get a Tax Details report.
  4. Download a report for each tax year you have in QuickBooks.

 

Once done, you can now effectively move your data to QuickBooks Online (QBO). For more details about the process, you can refer to this article: Switch from QuickBooks Self-Employed to QuickBooks Online.

 

You can also check our QuickBooks Support page for your future guidance. There, you can browse some of our articles that can guide you to learn your ways around QBO.

 

In case you have other concerns or follow-up questions, you can always tag me in your reply. I’ll be around ready to back you up. Take care and keep safe!