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March 21, 2021
Question

Can I add transactions from previous years and do my taxes from previous years in QuickBooks self-employed?

  • March 21, 2021
  • 1 reply
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1 reply

March 22, 2021

Hello najn_arte,

 

It's awesome to hear that you're looking to use QuickBooks Self-Employed to track your entrepreneurial taxes! The program is designed to keep your bookkeeping simple, and I'd be happy to go over how it works when it comes to entering details and the tax information produced in your reporting.

 

When you enter invoices or transactions in QuickBooks Self-Employed, it's possible to adjust the dates to fit what you need, and then you can also add the appropriate sales tax code to the amount. When you do this, the information should then populate on the reports via the Taxes tab or the Reports tab. All you need to do is make sure that you select the appropriate year to run the report with. Here are a few articles that can help with adding your transactions.

For any further assistance with this, I recommend working with the QuickBooks Self-Employed team in a one-on-one message. That way, you can discuss the details of your situation, such as how far into the past you're looking to upload your transactions from, to make sure that you get the right information for your situation. Here's how you can reach out.

  1. Select the Assistant feature.
  2. Type and enter "talk to human" in the chat box.
  3. Follow the prompts to reach support.

Wishing you the best!