I'd like to consolidate my two QB accounts into one. Can that be done and how?


Hello there, @donald.

Currently, the ability to merge two QuickBooks Self-Employed accounts is not available. The same principle applies when combining a QuickBooks Self-Employed account and a QuickBooks Online account. What you can do is to download the transactions and reports from the account you’ll no longer use. You can import your bank transactions and tracked mileage to the account you want to use.

To download bank transactions, here’s how:

  1. Go to the Transactions menu.
  2. You can choose the transactions you need to export by using the Type, Account and Tax Year filters.
  3. Click the Download icon.
  4. Locate the downloaded CSV file in your computer’s Downloads folder.

To export recorded mileage:

  1. Click the Mileage menu.
  2. You can choose the miles you need to export by using the Type, Tax Year and Vehicle filters.
  3. Click the Download icon.
  4. Locate the downloaded CSV file in your computer’s Downloads folder.

You can refer to this link for more detailed instruction: Export your data from QuickBooks Self-Employed.

Once you have downloaded all the data, you can now start the importing process. Just ensure to review the data and remove any duplicate information.

Here’s how to import:

  1. Open the QuickBooks Self-Employed account you want to keep on using.
  2. Click the Gear Icon.
  3. Choose Imports.
  4. Select the account you want to import to.
  5. Follow the on-screen instructions to complete the importing process.

For more detailed steps, you may check this article: Import transactions from other sources.

Lastly, after moving all the data, you can now proceed with canceling it. This is to avoid being billed for a duplicate account. To cancel your second account, you may follow this step-by-step instruction: Cancel your QuickBooks Self-Employed subscription.

I’ve attached some articles below for additional insights:

Please don’t hesitate to leave a post below if you have other questions. I’m always here to help.

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