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April 7, 2022
Question

Export data from QB Self Employed to QBO Essentials

  • April 7, 2022
  • 1 reply
  • 0 views

I am looking for guidance on moving from Self Employed to QBO Essentials. 

1 reply

April 7, 2022

Hello CWB4983,

 

It's essential you're able to transfer your data from QB Self-Employed to QB Online and I'll be happy to give you a hand with this. QuickBooks offers the tools and the resources you need in order to manage your work with peace of mind. 

 

In order to export some of your data out of QB Self-Employed, I encourage you to check out the following articles that provide more info on this process: 

 

Export transactions and get reports in QuickBooks Self-Employed

Export receipts from QuickBooks Self-Employed

Export mileage info from QuickBooks Self-Employed

 

When it comes to importing the data into QB Online, I recommend checking this article here as it shows you how. You're more than welcome to ask other questions in the comments below. I'll be one message in case you need anything else. 

 

Otherwise, I wish you a great rest of the week!