Common year-end questions

JackS · ‎December 17, 2020

As we experience early 2021, we realise that there may be various top-of-mind questions.

We've created this drop-in space where you can ask any of these questions, whether it be about Brexit, self-assessments, or anything else.

Please post your questions below as we'll be happy to help :backhand_index_pointing_down:

Before you do, you may want to check some useful links about some of the topics mentioned.

Get ready for the Brexit impact on Business :play_button: https://intuit.me/3gU6HAV

Self-Assessment Calculator :play_button: https://intuit.me/2WpDkNm

EmmaM · ‎September 30, 2021

Hello Patsyann, Welcome to the Community! Yes you can start the trial the same month as the start of your financial year> you can go into the settings cog in the top right of QB and go to account and settings>advanced>accounting>then set the financial year to be November and then save.

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Patsyann · ‎September 30, 2021

My Accounts Year starts on 1st November can I start my Quick books free months trial then ??

EmmaM · ‎September 30, 2021

Hello Patsyann, Welcome to the Community! Yes you can start the trial the same month as the start of your financial year> you can go into the settings cog in the top right of QB and go to account and settings>advanced>accounting>then set the financial year to be November and then save.

Dollybirds · ‎January 15, 2022

Hi

I seem to have some duplicates on my account. Is there a quick way top find any duplicates so as I can delete therm.

Thanks

JonpriL · ‎January 15, 2022

Hi @Dollybirds, I'll make sure to help you find the duplicates.

Let's pull up and customize one of the transaction list reports to check for duplicate entries created into your account. I'll show you how.

Go to Reports.
Under For my accountant, select Transaction List by Date.
Click Customise.
On the Rows/Columns menu, select Change columns.
Select your desired range of date.
Put a checkmark on the Create Date, Transaction Type, Name, and Amount.
Click Run report.

From here, review the list of transactions and delete those entries you've identified as duplicates.

I've also included this reference helpful with the steps needed to identify how stable is your business's financial status: Create and Manage Reports in QuickBooks Online.

You can always leave a comment below if you have follow-up questions with this or start a new thread if you have any other concerns. I'll be here to lend a hand. Stay safe!

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Common year-end questions