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May 15, 2021
Question

Stopped working in March of 2020. No income comming in for the rest of the year. Want to input data until end of March. Not sure how to calculate April-December.

  • May 15, 2021
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1 reply

MichelleBh
May 15, 2021

Hello, @multitasx.

 

I'm here to make sure that your income transactions are up to date in QuickBooks Self-Employed. 

 

To ensure we're on the same page, are you referring to your online banking? If so, you'll want to refresh the connection between your bank and QuickBooks. This way, the recent transactions will flow to your account. 

 

Here's how: 

 

  1. Go to the Gear icon on the top. 
  2. Choose Bank accounts under Transactions
  3. Click the Refresh all button. 

 

If the issue persists, I'd recommend importing your March 2020 - December 2020 data into your account. Thus, you don't need to manually calculate your income. Let me show you how: 

 

  1. Sign in to your bank website and follow the instructions on how to download your transactions as a comma-separated value (CSV) file.

       2. Go to the Gear ⚙ icon and select Imports.

       3. Hit Import older transactions.

       4. Tap Browse, then locate the file you've created previously. 

       5. Review the column headers and data.

       6. Click Import, then Continue to complete the import. 

 

For more information, visit this page: Manually import transactions into QuickBooks Self-Employed.

 

Once done, you can always review what you imported by going to the Transactions page. Then categorize them to put them in your income accounts. 

 

Feel free to visit these pages below for your prospective reference. These links contain information on how to handle your banking data and resolve typical errors. 

 

 

Drop a comment below if you have a new question about your account. I'm willing to accommodate you. Take care.