Skip to main content

SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends 8/27

Buy now
Switch to QuickBooks and 70% off for 3 Months
March 27, 2026
Question

Will my invoices migrate from self employed to sole trader +? I changed 4 days ago and all my invoices are gone plus my bank accounts are showing wrong balance.

  • March 27, 2026
  • 1 reply
  • 5 views

I changed my account from self-employed to sole trader plus. My previous invoices are gone! My bank account balances are wrong! There is nowhere to categorise utility bills for my shop premises! Can I go back to the self employed app and if so will all my previous data return?

1 reply

March 27, 2026

Hi there, @Tealady. When you upgrade from QuickBooks Self-Employed to Sole Trader Plus, most of your data transfers automatically, including customers, trips, products/services, bank connections, and recent transactions.

However, certain information, such as invoices, third-party app connections, and supplier details, must be transferred manually.

For the data doesn't automatically migrate, it's important to download or back up your old records from QuickBooks Self-Employed. You can then manually import them into Sole Trader Plus to keep your records accurate.

For detailed guidance on switching and managing your data, you can check this article: Switch from QuickBooks Self-Employed to QuickBooks Sole Trader.

If you have any other questions, feel free to click the Reply button. We're here to help.