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K
KOsborne
August 18, 2021
Question

incorrect date on transaction

  • August 18, 2021
  • 1 reply
  • 0 views

Hello,

 

I have noticed that several of my EOFY expenses that have been exported from my bank account to my expense profile as registering within the new financial year.

I don't seem to be able to change the date to match the receipt date rather than the export date.

Are you able to advise :)

 

 

1 reply

I
IntuitSheila
August 18, 2021

Hello KOsborne,

 

You'll have to check your Tax settings set up is correct in your QuickBooks Self Employed account. Here's how:

  1. Click on the Settings icon or Cog wheel.
  2. Click on Tax profile.
  3. Under Tax settings, select the correct tax or financial year.
  4. Click Save.

Furthermore, please check if you've selected the correct period when viewing under Transactions tab. With regard to the transaction dates, if the bank account is connected in QuickBooks Self Employed, the date usually followed is based on the actual transaction date. 

 

If the issue remains, try using other supported browsers. That way, we can check if this is a browser-integrated issue.

 

You may want to check this article about how to Categorise transactions in QuickBooks Self Employed.

 

Let us know if you need any help. Have a nice day. 

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