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December 2, 2019
Question

I was using QB self employed but just gone onto QB simple start is there any way I can move mileage and invoices over to the new account.

  • December 2, 2019
  • 1 reply
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1 reply

RenjolynC
December 2, 2019

I've got some steps on how you can move transactions from QuickBooks Self-Employed to QuickBooks Online, mark-woodward.

 

Let's download the transactions you need to move by following these steps:

  1. Log in to your QuickBooks Self-Employed, and then click the Transactions tab on the left panel.
  2. Select the Transaction Type, Account, and Time periods you want to download from the drop-down menus.
  3. Click the Download icon to download the CSV file and make sure to save it somewhere that's easy to find.

Here's a sample screenshot for your reference:

 

Once done, log in to your QuickBooks Online account and import the file.

 

Here's how:

  1. In your QuickBooks Online account, click the Gear icon located in the upper right-hand corner.
  2. Under Tools, select Import Data.
  3. Click the Bank Data option, and then upload the file we just downloaded.
  4. Follow the instructions until finished.

I've got this articles to view more steps and information: Switch from QuickBooks Self-Employed to QuickBooks Online.

 

Please let me know if there's anything else you need. We're here to help you some more. Thanks.