Hello cad_ai,

Welcome back. I'm happy to clarify the process of moving from Quickbooks Self-Employed to QuickBooks Online.

As I mentioned in my initial response, Self-Employed and Online are two independent QuickBooks versions, so it's only certain data that you'll be able to move. You'll notice that the article I linked focuses on the bank feed data as being what you can move to the Online platform. That's because both use similar bank feed features. The other things it mentions exporting, such as reports, are for your files and records.

Receipts and mileage logs are not among the things that can be exported from Self-Employed to be imported into QuickBooks Online at this time. In order to make sure you've got that data in QuickBooks Online, I recommend manually entering the transactions and information you need. You'll notice that QuickBooks Online's mileage tracking feature works very much the same as QuickBooks Self-Employed's! Here's an article that goes over importing into Online: Common questions about importing data to QuickBooks Online

The community is a great resource for finding information about how to get started with setting up your books, including entering details such as opening balances. I encourage you to search and explore as you continue to set up. Don't worry, though, we're here to help if you need some extra guidance. You're welcome to reach out here again or to our support teams using one of the following methods.

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