I am converting from a previous accounting software and want to enter my balances for Year-to-date. How do I do this?


Thank you for choosing QuickBooks Self-Employed, johnigro.

I can help you get started with your account by adding the data from the previous accounting software to your QBSE. 

QuickBooks Self-Employed is designed to calculate your estimated taxes which are based on the data coming from all of your self-employed business (income and expenses).

For your business income, you can enter it manually in QBSE as a new transaction and categorize it as Business Income. However, you'll have to enter your expenses one-by-one and set the correct category for each of them. From here, we'll help you maximize your deductions at tax time.

Here's how to manually add a transaction: 

  1. Go to your Transactions tab.
  2. Click the Add Transaction button.
  3. Enter the details for the transaction and select a category.
  4. Click Save once done.

The date format should be M/D/YYCheck this add a new transaction in QBSE article for detailed guidance. And, for more information about our categories, here are some helpful articles:

These topics can also help you get going: https://community.intuit.com/quickbooks-self-employed

That should help you bring your transactions to QBSE. Let me know if there's anything else that I can help you with your account by leaving a comment below. I'm always here to assist. Have a great rest of the day. 

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IntuitMaryJoy , Community Support Specialist
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