Transfer data from QBSE to QBO

I got you, Pampurredmom. Let me help you transfer your data from QuickBooks Self-Employed (QBSE).

I'll guide you through the steps. First, download your data so you have a backup copy for safekeeping:

1. Go to Reports.
2. From the Tax Details section, select a tax year.
3. Select Download.
4. Download a report for each year you have in QuickBooks.
5. Repeat these steps for your Profit and Loss, Mileage Log, and Receipts.

After this, you can copy your data to QuickBooks Online. It's also important to note that if you copy your data to QuickBooks Online, there’s no way to return to QuickBooks Self-Employed. If you still want to copy it, follow these steps on a computer:

1. Go to Settings ⚙, then from the Profile column, select Upgrade.
2. Select Choose a plan on the one that you prefer.
3. Review the changes in features, then select Sounds Good.
4. If you want to copy your data to QuickBooks Online, select Bring My Data. If not, select Start Fresh.
5. Note: If you choose to bring your data, follow the steps to categorize open transactions and mark the paid invoices.
6. Review the summary of data that you'll move to QuickBooks Online.
7. Select Continue, then To QuickBooks Online!
8. Double-check your payment method, then select Change Plan.
9. Answer or confirm ‌a few details about your business to start using QuickBooks Online.

Alternatively, you can also opt to switch to QBO manually. Please check this article for a comprehensive detailed guide: Manually switch from QuickBooks Self-Employed to QuickBooks Online.

After successfully transferring your data to QBO, visit this article for a future reference on getting started: Get started and adjust settings after you sign up for QuickBooks Online.

Come back anytime to the Community if you ever need more assistance transferring your data. I'll be happy to assist you with your bookkeeping journey in QBO. Have a wonderful day!