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garfterwill
February 18, 2019
Question

Banking

  • February 18, 2019
  • 1 reply
  • 0 views

I have been using QB for many years, but really only for stock control and invoicing. My accountant used to sort everything else out so I did not even have to enter expenses in QB.  I migrated to QB on Line a couple of years back and now things are getting serious with "Go Digital" for VAT etc. and no doubt Corp Tax and Personal Tax will follow suit I am starting to use the whole QB thing properly. Its the banking and reconciliations that I have a problem with  and my dear old accountant does not really know his way around QB either being a dyed in the wool Sage man. 

I started to enter all of the purchases and expenses back in January 2018 and so I really want all my banking info to start from then. A clean slate as it were. Any ideas as to how to go about that.? 

1 reply

E
EdwardR
February 18, 2019

Hello Garfterwill,

 

Welcome to the Community!

 

Can I confirm you have the banking data entered into QuickBooks Online up until the end of Jan 2018? If this is the case you can always upload your data using a CSV files for the remaining time from your bank. Do you have you bank connected to QuickBooks Online?

 

Thanks,

 

 

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