Employees and payroll
I appreciate you participating in this conversation, Jigsaw. Let me share my insights about transitioning from QuickBooks Self-Employed (QBSE) to QuickBooks Online (QBO).
Yes. You can keep your QBSE and QBO Payroll accounts as long as both subscriptions are active. When they're canceled, you have read-only access to your data for one year after the cancellation.
If you require enhanced features, like payroll, to keep up with your bookkeeping, you may also upgrade to QBO. I'll walk you through the process.
First, download all your reports from QBSE for an extra copy. Here's how:
- Go to Reports.
- Select a tax year from the Tax Details section.
- Select Download.
Repeat these steps for your Profit and Loss, Mileage Log, Receipts, and for each year you have in QBSE.
Then, copy your data to QBO. Before doing so, please keep in mind that this process is irreversible. To do that:
- Go to the Gear icon and select Upgrade from the Profile column.
- Click Choose plan on the one you prefer.
- Review the changes and select Sounds good.
- Click Bring my data if you want to copy them to QBO. Otherwise, click Start Fresh.
- Review the summary of data, click Continue, and then To QuickBooks Online!
- Verify your payment method and hit Change plan.
- Answer a few details about your business to start using QBO.
Learn more in this article: Switch from QuickBooks Self-Employed to QuickBooks Online.
Additionally, read this helpful reference before starting your QBO journey to find out how to set up your business for success and how our key features may be customized to meet your needs.: Get started and adjust settings after you sign up for QuickBooks Online.
Keep me updated on any concerns you have about migrating from QBSE to QBO. Just leave a response below, and I'll be right there to assist you further. Be safe, and wishing you continued success in your business!
