Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hello there, info1566. Thank you for posting in the Community.
QuickBooks only depends on when the transactions occur and when it cleared by your bank. In this case, you can correct the date of your transactions if necessary. That way, it'll not show as for the last tax year.
I'm adding an article that contains additional information about filing your taxes: QuickBooks Self-Employed annual tax guide.
I'm always around to help if you need further assistance. Take care and have a good one.
How do I change transaction date
Thanks for coming back here, info1566.
QuickBooks Self-Employed depends on the data that is sent from your bank. Therefore, changing the date of a downloaded transaction is currently unavailable.
What you can do at the moment is exclude the transactions with the incorrect date. Then, enter the transactions manually, or check if you can edit the date from the bank's website. Then, import the data back to your QuickBooks Self-Employed account.
To exclude, here's how:
Here's a sample screenshot for a visual reference:
To guide you with the process of entering the transactions, you can read these articles:
If you have any other questions or concerns, please let me know in your reply. I'll be around to help you out. Take care!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.