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PeterSM
September 25, 2024
Question

Importing previous prepared annual accounts.

  • September 25, 2024
  • 1 reply
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My Accountant has previously prepared my annual accounts for several years (not in QBO). I would now like to start using QBO to do this but the annual return from my accountant for the year ending 31/12/2023 differs from that in QBO. How do I adjust the figures in QBO so that my figures will be correct for the year 2024?

1 reply

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payment after leaving
September 25, 2024

Hi PeterSM Thanks for reaching out to us here on the Community. When you refer to your annual return complied by your accountant is different to that in QuickBooks, are you referring to a specific report in QuickBooks or the income tax self assessment section?

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PeterSMAuthor
September 25, 2024

Thanks for your help.

I want to use QBO to prepare my company accounts and corporation tax return for 2024. So I want to enter the details from my accountant's paper return for 2023 so that the 2024 return will start with the correct figures. Not the income tax self-assessment.

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payment after leaving
September 25, 2024

Hi PeterSM Thanks for confirming. There isn't a method of entering the details directly into QuickBooks that corresponds with the previous paper returns. Do you have any of the data held on a spreadsheet/s from the system that the accountant was using or were they not using an accountancy software, just paper based?

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