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Kevwatkins
November 5, 2023
Question

Missing data

  • November 5, 2023
  • 1 reply
  • 0 views

I have a problem with invoices and re unit showing for most of my previous tax year.

If I go to my summary it only shows invoices and receipts for the 2 months of March April 22.

if I scroll back through my invoices they are all there but not showing in the summary.

At the moment I can not submit these to my account for my last years tax bill.

Any help would be greatly appreciated.

kevin

1 reply

R
Rea_M
November 5, 2023

Hello, Kevin. I'll ensure your summary in QuickBooks Self-Employed (QBSE) includes all your invoices and receipts from the previous tax year so you can provide accurate data to your accountant.

 

When you say summary, are you referring to the Invoices section on the Home page? If so, you can select the Invoices drop-down arrow to filter the date range to last year's data. Please see the screenshot below for your reference.

 

 

If you're referring to something else, you can add extra details in the Reply section below. This way, I can provide a precise resolution to your data concern.

 

Once everything is in order, you can share your reports and other tax information with your accountant to assist you with your taxes.

 

Please know that I'm always around to help if you need further assistance with your invoices and taxes in QBSE. I'll keep the thread open so you can comment back.

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