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B
Brandner
February 7, 2022
Question

Starting a previous year entries

  • February 7, 2022
  • 1 reply
  • 0 views

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?

1 reply

Fiat Lux - ASIA
Fiat Lux - ASIA
February 7, 2022

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

  

B
BrandnerAuthor
February 7, 2022

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?

J
JamesM4
February 9, 2022

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

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