When upgrading to the small business QB can you migrate your data over and verify transaction categories at the same time? Simple QB doesnt have the correct categories


Hello there, mrjasonreid,

Migrating data over to QuickBooks Online is unavailable. You can export the transactions from QB Self-Employed and import it manually. Also, QBO doesn't offer the same categories as QBSE does. QBO focus on small business owners while QBSE offers categories that match with IRS Schedule C form for self-employed individuals.

Here's how you can download your transactions:

  1. Click Transactions on the left pane.
  2. Select the filters you want to change.
  3. Click the download button at the top-right.

Check this article on how to import transactions to QBO: How to import bank transactions using Excel CSV files.

You can check out this comparison chart: https://quickbooks.intuit.com/aag/accountants/compchart/.

Stay in touch with me if you want to know more about QBO.

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