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mark-activedesig
Nov 2, 2023 11:12 PM UTC
Question

Im pretty much as far as i can go with this year, how do i do last year, need to go back to Aug. 2020

Since early retirement and doing a few "jobs", HMRC have been fairly useless, im using my old UTR number and my cis tax deductions have been paid into it, but its dormant..  I need to get things sorted with HMRC but want to transfer everything to quickbooks first

6 replies

ChristineJoieR
Nov 3, 2023 1:01 AM UTC

Hello there, @Mark11_2.

 

I want to make sure we are on the same page. With that, may I know what transactions you're trying to transfer to QuickBooks Online? This way, I can provide you with the best solution we offer to resolve the issues you encountered.

 

We are waiting for your response. Don't hesitate to comment in the Reply button below. Keep safe.

mark-activedesigAuthor
Nov 3, 2023 9:17 AM UTC

Hi there, thank you for your reply, previous to QB I was creating invoices using word, company I contract to do not send remittances or use an invoice relating reference number on their payments.. what with this and the cis problem (dormant utr).. I spoke to someone at web when I signed up, explained my issues and he said I could transfer everything to qb, including past years..  so I’ve retrospectively created all the invoices in QB and linked the bank account, I’ve gone through all 2023 transactions and now need to do 2022, then from August 2021..   but I’m struggling to find where the transaction are to qualify them..  

Ashleigh1
Nov 3, 2023 11:22 AM UTC

Hello Mark-activedesign, so you would need to upload any old transactions you want via a csv file so you can then continue to do your books. here are some articles to have a look a and to help you,  Manually upload transactions into QuickBooks Online and Format CSV files in Excel to get bank transactions into QuickBooks Online.
 

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