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December 12, 2020
Question

How do i manually imput figures from previous tax year with out it affecting this year, i have swapped from sage & cant import information

  • December 12, 2020
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1 reply

MariaSoledadG
December 12, 2020

Moving your previous tax year from Sage to QuickBooks Online can only be done with just a few easy steps, belindabot.

 

You can use data switcher to help the transition of your data from Sage to QuickBooks Online as smooth as possible. There may be some limitations with the conversion, for Value Added Tax (VAT), this will be converted as a line item. This gives you a higher quality conversion that closes financially. However, you need to do a post check step for your first VAT report. This is a one time process.

 

Another way to transfer your previous tax year is to search for a third-party app online that will help you transfer the information. 

 

Please check out these help articles for your reference, in case you have any questions with QuickBooks.

 

Reach out to us for any questions about the conversion process. I'll always be right here ready to help you with any of your concerns.