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May 29, 2019
Solved

How do I transfer data from my clients sole trader qbo to the qbo plus subscription I have set up for him?

  • May 29, 2019
  • 2 replies
  • 5 views
No text available
Best answer by TaliaI


Hello rachmakinson,

 

There is no way to migrate data from the Self Employed product, to the Online product as SE is based on single entry bookkeeping, whereas QBO is double entry. The best workaround would be to connect the client's bank (uploading CSV files if the transactions go back prior to 90 days) and add the transactions through the bank feed.

 

Thanks,

 

Talia

2 replies

Rustler
Level 15
May 29, 2019

There is no transfer of data from one subscription to another

 

TaliaIAnswer
Level 8
May 29, 2019


Hello rachmakinson,

 

There is no way to migrate data from the Self Employed product, to the Online product as SE is based on single entry bookkeeping, whereas QBO is double entry. The best workaround would be to connect the client's bank (uploading CSV files if the transactions go back prior to 90 days) and add the transactions through the bank feed.

 

Thanks,

 

Talia