Yes, you can powervocals. I'm here to share some information about transferring your data from QuickBooks Self-Employed to Quickbooks Online. These are two different products and there isn't an option to automatically convert the data into one another. That means you must export the file from QBSE and import it into a QBO version. I'll show how to do it: In the QBSE account, navigate the Transactions tab. Select the option to Download a transaction into a CSV file. Name and save the CSV file. Import your data by opening the QBO account. Select the Banking tab. Choose Upload file. Browse to the location of your saved CSV file of downloaded QBSE transactions. Map the CSV Data from QBSE into QBO.For additional reference, please check this article: Switch from QuickBooks Self-Employed to QuickBooks Online. Doing the steps above, you'll have your data imported to QBO. Please reach back out to me with any additional information on migrating data in QBO. I'll be right to help.

Question

Can I transfer the transactions from quickbooks Self-employed to quickbooks online

Forum|Forum|5 years ago
December 11, 2020
2 replies
10 views

No text available

QuickBooks Online

L

lin_jcaj

Level 9

Yes, you can powervocals. I'm here to share some information about transferring your data from QuickBooks Self-Employed to Quickbooks Online.

These are two different products and there isn't an option to automatically convert the data into one another. That means you must export the file from QBSE and import it into a QBO version. I'll show how to do it:

In the QBSE account, navigate the Transactions tab.
Select the option to Download a transaction into a CSV file.
Name and save the CSV file.
Import your data by opening the QBO account.
Select the Banking tab.
Choose Upload file.
Browse to the location of your saved CSV file of downloaded QBSE transactions.
Map the CSV Data from QBSE into QBO.

For additional reference, please check this article: Switch from QuickBooks Self-Employed to QuickBooks Online.

Doing the steps above, you'll have your data imported to QBO.

Please reach back out to me with any additional information on migrating data in QBO. I'll be right to help.

J

Jessica0916

Is there any way that we can transfer invoices over as well? Especially those that are not paid.

C

Charies_M

Level 9

Thanks for joining us here, Jessica0916.

QuickBooks Self-Employed (QBSE) and QuickBooks Online (QBO) are two different platforms. Thus, you'll want to enter the transactions manually in QBO.

There are two ways to enter past sales and A/R transactions like invoices. Either chronologically and in batches. Feel free to read through about entering historical information in QBO.

Moreover, if you plan to connect the same bank or credit card account you used in QuickBooks Self-Employed, you don't have to move the transactions. You'll just have to connect the account to QuickBooks Online. This will allow transactions to automatically download in your QBO account.

You can also visit our QuickBooks Help Articles page if you need some reference in completing your other tasks.

Feel welcome to reach out to me again with any questions you may have and I would be more than happy to help.

Fiat Lux - ASIA

Level 14

@powervocals

If you have to open a new QBO account, make sure to click the Buy button to get the discounted price for up to 3 months. If you purchase from the Trial account, you have to pay the regular rate.

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