Hello there, Ksawyer1.
I'm here to ensure you can successfully move your QuickBooks Self-Employed (QBSE) data to QuickBooks Desktop (QBDT).
There's no direct way to migrate your data from the QBSE file to QBDT. That means you first need to transfer the data to QuickBooks Online (QBO) and then from QuickBooks Online to QuickBooks Desktop. The process involves exporting your data from QBSE, importing it into QBO, and then using the export feature in QBO to transfer the data to QBDT.
Before converting your QBSE file to QBO, you need to save our financial reports first to have an extra copy for safekeeping.
- Go to Reports.
- From the Tax details section, select a tax year.
- Select Download.
- Download a report for each year you have in QuickBooks.
- Repeat these steps for your Profit and Loss, Mileage Log, and Receipts.
Afterward, copy your data to QBO. Here's an article you can check, and proceed to Step 2 to complete the process: Switch from QuickBooks Self-Employed to QuickBooks Online.
Once data is transferred, you can start migrating them from QuickBooks Online to QuickBooks Desktop.
Another option is to look for third-party services that specialize in data migration between different versions of QuickBooks. You can visit our QuickBooks App Store to search for an app that can integrate with QuickBooks that suit your business needs.
Let me know if you need further assistance transferring data between QuickBooks versions. I'll be sure to help.
