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How do I move from Simple Start to Self Employed

QuickBooks is the platform where you find all solutions to handle your all business accountancy with more ease. Make sure you always install the upgraded version of QuickBooks to get full benefits.  While running with QuickBooks, most of the users don’t know how to move from a simple start to self-employed and become one of the major queries. In this blog, you get complete information about this issue with all the necessary information and guidance.

Learn how you can move from a simple start to self-employed with these following steps:

If your organization grows quickly then congratulations but if you want more space to grow, then switch to QuickBooks. Once you switch on this platform, you are all enabling to handle your organization in a very smart way. To import all necessary data on QuickBooks you need to first and also know about “how to switch your subscriptions” with these steps

Step 1: Make sure, you save your financial reports

Before proceeding to this process, firstly download your all work from the QuickBooks simple start. This will help to record your all data but it is optional if you want then it is a very good idea to begin

  • In the QuickBooks, hit your first click on the “Reports menu
  • And then go to the “Tax Details” section and choose that specific “Tax year”
  • Then, hit on the “Download button” to get the “Tax Details Report
  • After that, make sure you download the report for each year you have in your QuickBooks

Step 2: Move your selected data to the Self-employed

Firstly, you need to check that you can move your data automatically or not. If you get automatic access then your data will move within a while otherwise, you need to perform below steps

  • First of all, log-in into your QuickBooks online simple start account
  • Then go to that page along with information that you want to download
  • Then locate the “Explore to excel” icon from the available options and click on it and you are all done with this process

To view the QuickBooks self-employed plans, you need to go through with below steps

  • Firstly, go to the gear icon and then choose the “Billing info” option in the QBSE
  • Then “Explore QuickBooks online plans” option will appear on your screen
  • And then click on the “upgrade” button
  • In any case, if this option is not available then no need to worry. This indicates that you will move your data manually that shown in the next section

What to do when you see the Explore QuickBooks option?

Then you need to check out all different “QuickBooks online plans” and decide which one becomes best for an organization to be more productive

  • Hit your first click on the “Choose a plan” or “Switch to plan”  to get the best QuickBooks online plan
  • Then need to follow the on-screen instruction. If you want to save the record copy of reports before transfer everything to the new plan, then need to click on “Download your report links
  • After that, choose the “Bring my data” option if you want to move the selected data. If you don’t want then click on the “Start fresh”
  • And then you are all set to move your data to the “QuickBooks online” just by choosing the “QuickBooks online” option. To view billing information, click on the “Change plan to start”, all related information will appear on your screen.

Need any help or advice, connect with QuickBooks team

The above information is enough to move from a simple start to self-employed, but if you stuck somewhere and still unable to resolve this issue, just dial QuickBooks helpline number 18008166849. To clear your all queries, QuickBooks helpline approach LIVE CHAT option, you can chat with one of the expertise and get full guidance. For more inquiries, drop your all issues at this email address, they reply to you as soon as possible with all alternative ways.

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