I am migrating to a new accountancy package. I am using Quickbooks Self Employed. Whats the easiest way to export all my data (clients, transactions, invoices) etc? Thx

Migration depends on the accounting software you're moving to, Marcus.

When you mentioned moving to a new accounting package, did you mean new accounting software? If so, the option is to manually export your financial reports, transactions, miles, and taxes and then import them into your new software using the recommended format. Refer to these resources for detailed guidance:

• Export mileage info from QuickBooks Self-Employed
• Export receipts from QuickBooks Self-Employed
• Export data out of QuickBooks Self-Employed
• Export transactions and get reports in QuickBooks Self-Employed

Once everything is all set, you can cancel your QBSE subscription.

If you’re moving to a ProAdvisor Preferred Pricing Plan, please note that it's only available for QuickBooks Sole Trader or QuickBooks Online (QBO) products. You'll have to upgrade to either the Sole Trader product or QBO to migrate to this plan.

Take note that there is certain data that you can only bring when upgrading. Refer to these articles for more detailed information:

• Switch from QuickBooks Self-Employed to QuickBooks Online
• Switch from QuickBooks Self-Employed to QuickBooks Sole Trader

 Also, you can visit our video tutorials page to learn how to navigate QuickBooks Online.

Leave a comment here if you have additional questions about QuickBooks. We're here to help and will do our best to answer any queries you may have.