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1 reply

IamjuViel
Level 8
February 2, 2020

Greetings, @w-s-r-decorating.

 

Yes, you can change your subscription to another version of QuickBooks. Depending on the version you want, we'll need to manually import your data, and then cancel your QuickBooks Self-Employed account.

 

Here's how to keep a copy of your reports:

  1. Go to the Reports menu.
  2. In the Tax details section, select a tax year.
  3. Hit Download to get a Tax Details report.

Once completed, you can now download your list of transactions and tracked mileage. You can check this article for more detailed steps: Switch from QuickBooks Self-Employed to QuickBooks Online.

 

Also, you can use these articles as a future reference in moving your data from QuickBooks Self-Employed to QuickBooks Online:

You can always leave a comment below if you have other questions about managing your QuickBooks data. I'm always here to help.