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December 9, 2023
Question

How to migrate from quickbooks self employed to simple start?

  • December 9, 2023
  • 1 reply
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how to transfer from quickbooks self employed to quickbooks online

1 reply

December 9, 2023

Hello there, Jack. Congratulations on your upgrade! This is the place to get the answers you're looking for. The Community is here to help you get started with your new QuickBooks Online (QBO) account.

 

Since QBO and QuickBooks Self-Employed (QBSE) are two different platforms with varied functionalities, some of your data can't be migrated to the other program. That said, you'll want to download all of your work records from QBSE before starting the process.

 

Follow these steps to proceed:

 

  1. Download or export your QuickBooks Self-Employed data.
  2. Sign up for QuickBooks Online.
  3. Move your transactions to QuickBooks Online.
  4. Cancel your QuickBooks Self-Employed subscription.

 

For step-by-step instructions on each phase, please refer to this article: Switch from QuickBooks Self-Employed to QuickBooks Online.

 

Once done, you can read this article to get familiar with some of the main features of QBO: Get started with QuickBooks Online. It also includes links to other how-to articles that'll guide you in achieving future tasks.

 

Please let me know if you have other questions or clarifications by hitting the Reply button below. I'm always around to provide answers to your questions. Have a great day ahead and take care.