How to Upgrade from QuickBooks Self-Employed to QuickBooks Essentials

So you've been using QuickBooks Self-Employed to manage your small business finances, but now find yourself needing more advanced accounting capabilities? Upgrading to QuickBooks Online Essentials could be the perfect solution! With features like invoicing, deeper reporting, multi-user access, and more expense tracking, Essentials provides extra tools for your business to grow.


Upgrading from Self-Employed to Essentials is quick and easy. Here's a step-by-step guide to making the switch:


Back Up Your Self-Employed Account


Before making any changes, do a manual backup of your Self-Employed account. This ensures none of your data is lost in the upgrade process.


To do a manual backup:

  1. Sign in to QB Self-Employed

  2. Go to the Exports page under the Reports menu

  3. Select the Accounting tab

  4. Choose Export my data

  5. Export data as both a .qbo and .csv file

  6. Save the backup files in a secure location


Having this backup guarantees you have copies of your self-employment data if needed.


Sign Up for QuickBooks Essentials


Now it's time to sign up for a paid Essentials subscription.

  1. Visit QuickBooks.Intuit.com

  2. Click Try it Free under the Essentials plan

  3. Select Apply Promo Code during signup

  • Enter promo code UPGRADE for a discount

  1. Fill in your basic business info to create the account

After signing up with your info, you will have a new Essentials account ready to connect your data into.


Import Your Self-Employed Data


With your new account created, you can easily import all existing Self-Employed data in a few clicks.


  1. Open the Essentials product

  2. Click on the Import module on the home dashboard

  3. When prompted select QuickBooks Self-Employed as the data source

  4. Click through the import wizard to transfer data

  5. Confirm the import preview looks accurate

  6. Complete the import process


Once finished, review transactions, invoices, reports and more to verify accuracy. At this point your Self-Employed data is now available in your new Essentials account, with no duplication of data.


And that's it! Those simple steps will upgrade your QuickBooks 2024 subscription from Self-Employed to Essentials. You'll now enjoy more users, accounting features, integrations and customizations for your business. No need to start from scratch - all existing self-employment data transfers over seamlessly within Intuit's ecosystem.


So don't wait to outgrow your current accounting solution! Upgrade to Essentials today and take your finances to the next level with robust tools tailored for early-stage growth. Reach out to Intuit QuickBooks Support at any time if you need assistance with the transition. Here's to the exciting expansion ahead!

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