There's no direct way to switch from QuickBooks Online to QuickBooks Self-Employed. I can assist you in smoothly transitioning from QBO to QBSE by providing a detailed, step-by-step guide.
First, you may consider canceling your QBO account to prevent further billing. Then, subscribe to QuickBooks Self-Employed to begin using it.
Go to Settings ⚙ and select Subscriptions and billing.
In the QuickBooks section, select Cancel subscription or Cancel online. If you're canceling a trial, click Cancel trial.
Follow the on-screen steps.
To subscribe to QuickBooks Self-Employed, you can check this article for details: Plans and Pricing.
If you have existing transactions in QBO, I suggest exporting your data to Excel before proceeding. Refer to this article for detailed steps on exporting reports, lists, and other data from QuickBooks Online: Export reports, lists, and other data from QuickBooks Online.
Afterward, import your data to QBSE. Here's how:
Navigate to the Settings icon and select Imports.
Choose an account and click the Import Older Transactions link under the Action column.
Follow the on-screen instructions to complete the process.
Click Import.
In addition, here's an article to learn the basics of QuickBooks Self-Employed for your reference: QuickBooks Self-Employed Overview
Keep me posted if you have further questions about switching from QBO to QBSE. I'll be here to provide you with the support you need. Keep safe.
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