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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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John C
QuickBooks Team

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Hi Sarah Thanks for reaching out to us here on the Community. It's not possible to transfer/migrate data from a small business product to the self employed product as there is no import function in the self employed product apart from the ability to import historic bank transactions. We appreciate that this may not be ideal, and an arduous task, however you will have to enter everything in manually. You will be able to connect you bank account/s however and review and categorise transactions.

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