Skip to main content
Brandner
Feb 7, 2022 4:56 PM UTC
Question

Starting a previous year entries

Hi All!

 

I am behind one year in my accounting. Have already started this year 2022 however not sure how to go back and start/do a new file for 2021. Can anyone assist?

6 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
Feb 7, 2022 5:09 PM UTC

You can register your transactions manually. Another option, prepare your Invoice data in CSV and import them

https://quickbooks.intuit.com/learn-support/en-ca/import-or-export-data-files/import-multiple-invoices-at-once/01/338729

 

If you already have prepared data in XLS in various transaction types (e.g Invoice, Bill, Sales Receipt), you should utilize an importer tool

https://transactionpro.grsm.io/qbo

  

BrandnerAuthor
Feb 7, 2022 5:22 PM UTC

Hi again, entering the transactions is not the problem.

What I'm wanting to know is how to start a separate file/fiscal year for 2021?

JamesM4
Feb 9, 2022 6:48 PM UTC

Hello Brandner. To make sure I'm on the same page as you, are the 2021 transactions already in QuickBooks? 

Terms & ConditionsAccessibility statement