Can you please help in the migration of data from my previous subscription to my new one?

Answer

Hello there, carburlei18,

Let's manually migrate using a .csv file to transfer data from your previous account to your new QuickBooks Self-Employed (QBSE) subscription.

To migrate your data (transactions and miles), you need to manually export  from your old account, then import it to the new one. 

Here's how to export transactions and trips in QBSE to a .csv file:

  1. Sign in to your account.
  2. Go to the Transactions or Miles menu.
  3. Select the Export icon at the upper right just above the Category or Type column.
  4. Transactions from the selected time range, account, search criteria, and other categories are exported.

Once done, check your Downloads folder. Your receipts are not exported. You need to download it directly from the transaction itself.

After exporting, you're now ready to import your .csv file to the new account. Here's how:

  1. Sign in to your account.
  2. Go to the Gear icon.
  3. Choose Imports.
  4. Select Import older transactions on the right of the account you want the transactions to belong to.
  5. Follow the instructions to finish importing.
  6. Click Import.

You can check the files after importing to make sure it imported successfully.

That'll get you going, carburlei18. By performing the steps above, you'll be able to export/import data to QBSE.

If you need further assistance, I'd recommend contacting our QuickBooks Self-Employed Support Team. They have the tools to check your account, and verify if the data was migrated successfully.

Should you need more help in data migration, let me know by leaving a comment below. I'm just around if you need help.

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IntuitRea , Community Support Specialist
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