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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
Shania_C
QuickBooks Team

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Glad to have you here in the Community, @Hendrix. Certainly, you can transfer your data from QuickBooks Self-Employed (QBSE) to the QuickBooks Online (QBO) app. I will outline the steps for this process below.

 

Since the QBSE app was delisted after April 24, 2024, you can access your QBSE account via a web browser on your mobile device. Here are the steps to migrate:

 

Step 1: Backup Your Financial Data

Begin by saving copies of all your documents from QuickBooks Self-Employed to ensure you have backup versions:

 

  1. Navigate to the Reports section.
  2. Under Tax details choose the tax year.
  3. Click on Download.
  4. Repeat this for each year's report from QuickBooks.
  5. Follow similar steps to download your Profit and Loss statements, Mileage Log, and Receipts.

 

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Step 2: Transition Your Data to QuickBooks Online

Please note, that once you transition data to QuickBooks Online, reverting to QuickBooks Self-Employed is not possible. If you decide to proceed, here are the instructions, best followed on a desktop computer:

 

  1. Go to Settings and under the Profile column, click Upgrade.
  2. Choose your preferred plan by selecting Choose plan.
  3. Review the feature changes and if they are acceptable, click Sounds good.
  4. To transfer your existing data from QBO, select Bring my data. If not, select Start Fresh. Please be aware: If you decide to transfer your data, ensure to categorize any pending transactions and all invoices are marked as paid.
  5. Review the summary of the data to be transferred to QuickBooks Online.
  6. Click Continue, followed by To QuickBooks Online!
  7. Verify your payment method information; if an update is needed, click Change plan or choose Edit to make adjustments.
  8. Lastly, provide or confirm some basic information about your business to begin using QuickBooks Online effectively.

 

By adhering to these steps, you'll ensure a smooth transition from QuickBooks Self-Employed to QuickBooks Online.

 

However, if you subscribe to QuickBooks Self-Employed through Google Play or the App Store, transitioning to QuickBooks Online will require a manual process. You can check this article for more detailed information: Switch from QuickBooks Self-Employed to QuickBooks Online.

 

Additionally, QuickBooks Live Expert Assisted offers a valuable resource that can improve your financial management processes. This supplementary service is designed to improve organization within your business by giving you direct access to experienced professionals who can help optimize your financial processes. This option is especially beneficial for streamlining operations and ensuring your financial matters are well-managed.

 

Furthermore, you might want to check out this resources to assist you in establishing your company and ensuring your business operates efficiently:

 

 

Please don't hesitate to reach out in the Community if you have any further questions about transferring your QuickBooks data. Wishing you a fantastic weekend ahead!

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