Please know that all your existing data comes right along with you when switching from QuickBooks Self-Employed to QuickBooks Sole Trader Plus. We know moving between different products can feel a bit different since the layout is new, but you can easily check your past invoices in Sales & Get Paid.
Here’s how:
In All apps, select Sales & Get Paid.
Choose Invoices.
You can also generate a report with a custom date range to review older invoices.
Here's how:
Go to Reports and select Standard reports.
Type Invoice list into the search bar.
In the Report period, choose Custom.
Enter your date range in the From and To fields.
Let us know if you have additional concerns. We’re here to help.
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