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Everything you need to know about banking in QuickBooks Online - Discover more
rootedgarden
Level 1

Hello, started using QBs in Oct when I set up as SE. My Self Assessment summary for 2019-2020 is blank across all categories. The details are filled in via transactions. Can anyone help as to why this is? TIA

 
1 REPLY 1
MaryLurleenM
Moderator

Hello, started using QBs in Oct when I set up as SE. My Self Assessment summary for 2019-2020 is blank across all categories. The details are filled in via transactions. Can anyone help as to why this is? TIA

Hello there, rootedgarden,

 

Your Self-Assessment report summarises all transactions that you have entered under each specific SA103F Categories. You'll want to check the transactions to make sure they're categorize properly.

 

Once confirmed, and you're still unable to see the data, I recommend contacting our QuickBooks Self-Employed support so they can check your account.

  1. Click Assistant.
  2. Type Talk to a human.
  3. Enter export checklist, then click I still need a human.
  4. Select from Message an agent or Get a callback.

Stay in touch with me if there's anything else I can help you with.

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