Skip to main content
October 18, 2023
Question

Can i import all my date from QB inline to a new QB self employed account

  • October 18, 2023
  • 1 reply
  • 0 views

I have been using quickbooks online for a year. It is too advanced. I want to cancel and start with QB selfemployed. 

I have exported all my mileage, expenses and invoices. Can I import these into the new QB self employed account when i get one?

1 reply

October 18, 2023

Hello Hello212, thanks for posting on the Community page, so online works very differently from self-employed. It would be a case of having to start again in self-employed.  You wouldn't be able to import everything, you can import mileage and bank transactions. Any invoices will have to be created again manually in the self-employed account.  there is no such thing as an expense section in self-employed. Basically, all your bank transactions that are uploaded you categories to what they need to be, and this then feeds through onto your tax summary report and profit and loss report for you.