I upgraded from Quickbooks Self Employed to QBO and I lost all of my outstanding invoices. What happens to them or how do i get them into QBO?

Thanks for connecting with us in the Community space, Alex. 

Transferring your outstanding invoices from QBSE to QBO is straightforward with the right steps. I wanna help tackle this issue head-on and get everything in order.

QuickBooks Online (QBO) allows you to import multiple invoices simultaneously, making the transition smoother and more efficient. The first step in this process is exporting your transaction data from QuickBooks Self-Employed (QBSE). After exporting your transactions as a CSV file, you can then proceed to import this data into QBO. 

Here's a step-by-step guide to help you get your invoices into QBO:

Step 1: Export CSV from QBSE

1. Go to the Transactions menu.
2. Use the Type, Account, and Time period ▼ dropdowns to sort the transactions.
3. Select the Export icon to export to Excel.

Step 2: Prepare Your Spreadsheet

1. Go to Settings ⚙ and select Import data.
2. Select Invoices and then Download sample csv.
3. Ensure your spreadsheet is in .csv format with the necessary columns: Invoice number, Customer, Invoice date, Due date, and Item amount.
4. For multiple line items, ensure each entry includes the invoice number, customer name, invoice date, and so on.

Step 3: Upload Your Spreadsheet

1. Go to Settings ⚙ and select Import data.
2. Select Invoices.
3. Click Browse, locate your invoice CSV file, and select it.

Step 4: Map Your Import Fields

1. Match your spreadsheet’s column headers to the corresponding QuickBooks invoice fields. Required fields are marked with an asterisk (*).
2. Select Not applicable for unused fields.
3. Choose the date format used in your spreadsheet, like DD/MM/YYYY.

Step 5: Import Invoices

1. Review the import summary. If all looks good, select Start import.
2. Once completed:
   1. Click OK if all invoices imported successfully.
   2. For any failed imports, note the issues, and then select Done.

Please note that you can import up to 100 invoices at a time with a maximum of 1,000 rows per spreadsheet. The imported invoices can include single or multiple line items, but be sure to exclude discounts, credit memos, or negative amounts to ensure a smooth transition.

Each step in the process is designed to maintain the integrity, accuracy, and completeness of your financial data. This ensures that there are no gaps in your records, which is vital for maintaining accurate financial reporting and continuity in your business operations.

Furthermore, here's an informative guide for recategorizing your transactions after you import.

Lastly, gain peace of mind knowing that our QuickBooks Live Experts are available to support you. They bring clarity to your operations, making sure your transition to QuickBooks Online is hassle-free and accurate. Explore them now to streamline your financial processes and ensure nothing gets overlooked.

Switching from QBSE to QBO represents a significant upgrade in your financial management capabilities. If you need more personalized support, this thread will continue to be available to guide you every step of the way. Don't hesitate to mention me or my colleagues, and we'll be with you in a heartbeat.