Quickbooks Selfemployed

QuickBooks Self-Employed: subscription, setup, and data management

This guide answers the most common questions about QuickBooks Self-Employed – how to subscribe, manage your account, understand your data, and handle tax categories. QuickBooks Self-Employed is designed for freelancers and independent contractors; it is not the same as QuickBooks Online (Simple Start, Essentials, Plus). If you need features like double‑entry accounting, inventory, or full payroll, see our QuickBooks Online plans.

Getting started

Can I import my Self-Employed data into QuickBooks Online (Simple Start, Essentials, or Plus)?

No. QuickBooks Self-Employed and the other QuickBooks Online products do not share a direct import path. If you need to move to a different QuickBooks Online version, you will have to cancel your QuickBooks Self-Employed subscription (after printing the financial reports you need) and manually re‑enter the data into your new subscription.

My data does not start on January 1 – why?

When you connect your bank and credit card accounts, we pull as much transaction history as the bank allows – typically 30 to 90 days, not a full year. If you need older transactions, check whether your bank offers a CSV download. You can then manually bring that file into QuickBooks Self-Employed.

To download earlier transactions:

Sign in to your bank’s website.
Follow their process for exporting transactions; choose CSV format.
Save the file and then import it into QuickBooks Self-Employed through the Transactions screen.

Subscribing to QuickBooks Self-Employed

Sign in to your account at selfemployed.intuit.com.
Click the Gear icon in the upper‑right corner.
Select Billing Info.
Enter or confirm your payment details, including the CVV.
Click Subscribe.

A green confirmation bar with your order number appears, and you’ll also get confirmation emails.

Managing your subscription

Cancel your subscription (web browser)

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