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March 29, 2026
Question

Transferred my account over from qb self employed and cant see my invoices on the new qb account

  • March 29, 2026
  • 1 reply
  • 4 views
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    1 reply

    QuickBooks Team
    March 29, 2026

    Hello, Shawe. Since the Sole Trader version is a bit different, some of your data like invoices won't just automatically carry over.

     

    If you've already finished the switch and didn't export your files beforehand, you won't be able to hop back into your old QuickBooks Self-employed (QBSE) account to download them. At this point, you'll just need to manually add those transactions into your new Sole Trader account.

     

    Let us know if you have further questions. We're here to help you anytime.