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June 16, 2025
Question

Is QB Self-employed MTD Compliant? If not, which QB Product is suitable and is it easy to migrate existing info from QB Self-employed?

  • June 16, 2025
  • 1 reply
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1 reply

June 16, 2025

You can migrate and utilize our QuickBooks Online product for Making Tax Digital (MTD) compliance, as QuickBooks Self-Employed (QBSE) is not MTD compliant, andy157.

 

There are methods available for exporting your existing data from QBSE. Forms, lists, and reports feature has a download or export button, allowing you to save copies directly to your computer. This enables you to easily import the data or file into QBO when needed.

 

For more information on exporting your data from QBSE, please refer to this article for a complete guide: Learn how to export your transactions, miles, and tax data out of QBSE.

 

Once done exporting the necessary data, you can now sign up for QBO.

 

I'm also adding this article to learn how to look up your bank when you connect it to online banking in QuickBooks: Find your bank or credit card account when you connect to online banking in QuickBooks.

 

If you have any more questions or need further clarification, leave a comment below. I’m here to lend a helping hand.