Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
June 6, 2020
Question

Will my past transactions and miles transfer from self employed to my new online account once i upgrade?

  • June 6, 2020
  • 1 reply
  • 1 view
No text available

1 reply

Moderator
June 7, 2020

Thank you for getting in touch about this, @BenningtonBuildersLLC.

 

It seems your business is growing smoothly. Congratulations!

 

If you’re able to see the Explore QuickBooks Online plans under your Billing info, it means your data will automatically move to QuickBooks Online(QBO).

 

Then, you can follow these steps:

 

  1. Select the Switch plan or Choose plan for the QuickBooks Online plan you want.
  2. Follow the on-screen steps.
  3. Click Bring my data.
  4. Select To QuickBooks Online once you’re ready to move the data to QBO.
  5. Press Change plan to start.

 

Otherwise, you’ll want to import them manually once you switch from QBSE to QBO. You can check this article for a step-by-step process about moving data: Switch from QuickBooks Self-Employed to QuickBooks Online. Just click the hyperlink that says, “If you don’t see the Explore QuickBooks Option” at the bottom part of the page.

 

I added this link for your future reference in case you need some resources for getting started with QuickBooks Online.

 

This information is everything you need to upgrade, @BenningtonBuildersLLC. Wishing you continued success.