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May 5, 2020
Question

I need put more expenses on my self assessment

  • May 5, 2020
  • 1 reply
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1 reply

AlcaeusF
May 5, 2020

Welcome to the QuickBooks family, @laylav1976.

 

I can share some information about entering expenses in QuickBooks Online.

 

If the transactions you want to show is coming from your bank account, I suggest clicking the Refresh all option. It helps downloads recent data into the system.

 

Also, please note that transactions will show on your Self-Assessment as long as they belong to the SA103F categories.

 

Here's how to refresh the bank connection:

 

  1. Go to Home.
  2. Find the Accounts square and select View
  3. Click Refresh all
  4. QuickBooks will search for any new transactions.

Meanwhile, I've attached some articles you can use to learn more about Self Assessment, like how you can add new bank transactions, as well as running the reports:

 

Drop me a comment below if you have any other questions. I'll be happy to help you some more.