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9
9130356373288556
April 4, 2023
Question

Exporting from Quickbooks Self employed app

  • April 4, 2023
  • 1 reply
  • 0 views

I purchased the Quickbooks Self Employed app for my iPhone a couple of years back and thought it was a great shortcut to helping me track my expenses. Why, oh why can this information not be easily exported to Quickbooks On-line. When the data is migrated via CSV file, none of the expenses categories are visible in QB Online. This is counter productive. Also the app does not give the ability come tax time to invite an accountant to work with the information directly from the app.  Again, totally counter productive.

You need to update these problems to make the app worth while.

1 reply

T
Trish_T
April 4, 2023

Hi 9130356373288556,

 

I appreciate you reaching out here.  Welcome!  It's important that you're able to move your data to QuickBooks Online seamlessly.  I'd be glad to assist!

 

To ensure a smooth transition to QuickBooks Online, you can check to see if you have the option to automatically move your data.  Although you can also do this manually.  Here's a detailed guide for your reference, to assist you with the processes.

 

Should you require additional assistance, please don't hesitate to contact us.  Our Customer Care team can work with you directly and ensure you're back to business as soon as possible!

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
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Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.
 

Feel free to reach out with other questions.  We're always happy to help!

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