Questions About Self Assessment - Tax Year 2022-23

Hi Shona, thanks for posting here - what specific error message shows when attempting the import, and do you see any option to bypass and continue with the import? 

Hi there, Emc82. 

Let me make it up to you by ensuring you'll be able to import the last 12 months in QuickBooks Self-Employed (QBSE). 

If you connected your bank for the first time, QuickBooks downloads your most recent or 90 days' worth of transactions.

To get the last 12 months or more, you'll need to manually download the transactions from the bank. You can use either a 3-column or 4-column format. I've attached a screenshot for your reference.
 

Once done, you can start importing the old transaction. Here's how:
 

1. Click the Gear icon.
2. Select Imports. Then, choose Import older transactions for the account you want to add transactions to.
3. Click Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
4. Select the file and select Open to start the import.
5. Review the column headers and data. Make sure the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks. The other column headers can be in any order.
6. Select Continue to complete the import.
7. Follow the on-screen instruction.

Now that your transactions are in QuickBooks, it's time to match and categorise them. Doing so will organize your income and expenses. This way, you'll know what areas of your business have the biggest impact.

Keep in touch if you need more help in uploading transactions in QuickBooks, I'll make sure to get back to you soon as I can. Have a great day!

Thank you for posting on this thread, Haseeb Abddullah.

We'll have to update your QuickBooks Desktop (QBDT) to the most recent release. This troubleshooting will apply critical fixes and resolve common errors or issues you may be experiencing while working in the program. 

Let me help and show you the steps. Here's how:

1. In your company file, head to the Help menu at the top bar and select Update QuickBooks Desktop.
2. Navigate to the Update Now tab and tick the Reset Update box to remove previously downloaded releases.
3. Click the Get Updates button and press OK to continue.

Close and reopen your QuickBooks to begin the installation and then select Yes. After that, restart your computer.

Then, open your Balance Sheet report and set the correct date. If you continue to see the payables, let's run the Verify and Rebuild Data Utilities to check your file for any data damage.

Before running the tool, make sure to create a backup copy of the company to prevent accidental loss. When you're ready, follow the instructions in this article on how to run the utilities: Verify and Rebuild Data in QuickBooks Desktop.

For additional resources, I've included some articles that will help you troubleshoot Balance Sheet issues:

• Fix a Balance Sheet that's out of balance
• Resolve AR and AP balances on the cash basis Balance Sheet
  
  

You can bookmark the link to our Community page for future use. There, you'll find resources to help your business thrive, as well as tools and articles to help you complete accounting tasks easily.

Stay in touch if you have any further questions on how to keep your financial reports and records organized. I'd be happy to respond to them. Have a great weekend ahead, Haseeb Abdullah.

Hi, @MrsBudd. I'm here to ensure that you'll be able to import transactions into QuickBooks. 

May I know the specific error message you receive while doing the process? This way, I would be able to share some additional help with this matter. 

Generally, if you see an error message when you upload, do the following:
 

• Remove any zeros (0) from the file. Leave those cells blank.
• Correct any transactions that display numbers in the Description column.
• Remove the word "amount" if it appears in the Credit or Debit column header. They should only read "Credit" and "Debit" without the word "amount."
• Make sure the dates are in one format. We recommend you use: dd/mm/yyyy.
• Mac users must save the file as a Windows CSV file.
• Some banks add the day of the week in the Date column (for example, 20/11/2018 TUE). You need to remove the day of the week. To do this, split the date and the day of the week into separate columns:

1. Open the CSV in Microsoft Excel.
2. Highlight the column that contains the date.
3. Go to Data then select Text to Columns.
4. Follow the onscreen steps and select the following:
   • Original data type: Delimited
   • Delimiters: Space
   • Column data format: General

If you haven't tried the techniques shared by LeizylM above, you can utilize them and check the formatting of your CSV file. 

Moreover, adding transactions older than QuickBooks downloaded initially takes two steps. See this article for details:  Add older transactions to QuickBooks Self-Employed

Should you need further assistance in importing transactions, don't hesitate to leave a reply. I'll be here to lend some help. Stay safe and have a great day!

Hello Jezzah, thanks for posting on this thread, so you can manually mark as filed the prior period on the vat return even if it is nil amount. And when the correct period shows you can record those historical transactions in QBO to show as exception on the current return. Or if you don't want to do that, you can make vat adjustment to the vat period but I'm not sure that will reflect on the reports you want. Otherwise we advise you speak to a trained and qualified accountant about it. 

Hello there, @Niccijoy1. Welcome to the Community.

Let's download and install the correct QuickBooks Online (QBO) app so you can access your account using your mobile devices.

Based on the error message you received, you may have utilized another version of the QBO app (for example, the QBO Accountant app) when logging in to your account. With this, you'll have to download and install the correct one.

If you're using an iOS device, follow these steps:

1. Open the App Store on your device and search for QuickBooks Online. (It may not be available for some countries).
2. Select Free, then Install.
3. If you are already signed up for QuickBooks Online, use the same user ID and password to sign into the app.
4. You may be asked to confirm a one-time confirmation code to confirm your identity. Once confirmed, you can continue into your account.

If you're using an Android device, follow these steps:

1. Open Google Play on your device and search for QuickBooks Online. This app works on smartphones and tablets. (It may not be available in some countries).
2. Select Install.
3. If you are already signed up for QuickBooks Online, use the same user ID and password to sign in to the app.
4. You may be asked to enter a one-time code to confirm your identity. Once confirmed, you can continue into your account.

For the complete guide, please see this article: How to download the QuickBooks Online mobile app.

Once everything is all set, you may also want to check out this article to learn which QBO mobile app features are supported on mobile devices: Compare mobile app features.

Please feel free to leave a comment below if you have other concerns about managing your company's income and expense transactions in QBO mobile app. I'm always ready to help. Take care, @Niccijoy1.

I'm here to ensure you'll be able to get rid of the error and submit your VAT returns, Sam Kidner. 

When submitting a VAT return in QuickBooks Online (QBO), you have to ensure that you're using the correct Government Gateway user ID and password given by HMRC. 

We understand the convenience of submitting your VAT return through QuickBooks. We also know how time-consuming it can take when something isn’t working the way you need it.

To figure out why you’re not able to resubmit the VAT return and to come up with a fix for this, we’ll need to pull up your account information. To sustain your account’s security, we’ll have to do this. To do so, you can reach out to our support team.

1. Go to the Help icon.
2. Select the Search tab and click Contact Us.
3. Enter a ''Can't resubmit vat return''.
4. Choose a way to connect with us. 

If you'd like to review the process of submitting your VAT returns to the HMRC, we can take a look at this article: Submit an MTD for VAT return to HMRC in QuickBooks Online. 

I've also added these references as your guide in filing taxes:

• File your VAT return and record tax payments in QuickBooks Online.
• Take action status when connecting to HMRC for MTD.

Keep me posted again here if you have any other concerns about submitting your VAT return. I'm just around the corner to help. Have a good one and take care.