- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Account management
Hello, @JM8787.
I'm glad to share some information about migrating data from QuickBooks Self-Employed (QBSE) to QuickBooks Online (QBO).
Yes, currently we don't have the direct way to automatically export data from QBSE into another QuickBooks product. If you wish to keep a record of the work you did in QBSE, you can download the Tax Details report which can be found on the Reports page.
Also, you may download your transactions directly from the Transactions tab into a .CSV file and import it into QBO. However, importing the downloaded transactions in .CSV format into QBO requires a 3rd party service. QBO only allows the direct import of Customers, Vendors, Chart of Accounts, Products and Services in .CSV format.
To know more, you can read this article: Switch to another version of QuickBooks from QuickBooks Self-Employed.
You can also check this article for your future reference about moving data from QBSE to QBO: Move from QuickBooks Self-Employed to QuickBooks Online.
Keep posted if you have any other questions. I'm always here to help!