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July 4, 2023
Question

How does my client upgrade from the self employed version as has gone vat registered? does he need to create a new account?

  • July 4, 2023
  • 1 reply
  • 3 views
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1 reply

AlcaeusF
Level 14
July 4, 2023

Hi there, dan.

 

I'll answer your query about upgrading your client's QuickBooks Self-Employed (QBSE) account.

 

Does your client want to upgrade to QuickBooks Online (QBO) version? If so, then yes, he needs to create a new account since QBSE and QBO are different versions of QuickBooks.

 

Here are the steps that your client needs to follow:

 

  1. Download the QBSE data.
  2. Sign up for QuickBooks Online.
  3. Move the transactions to QBO.
  4. Cancel the QBSE subscription.

 

To know more about the process, you can check out this article for the detailed steps on how to do it: Switch from QuickBooks Self-Employed to QuickBooks Online.

 

Moreover, I'll add this article to learn more about QBO for future reference: Get started with QuickBooks Online.

 

Please let me know if you have follow-up questions about this or anything else. I'm more than happy to answer them. Take care.