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suemorgan527
Level 1

Download mileage details for financial year

 
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Best answer a month ago

Accepted Solutions
LollyNino_C
QuickBooks Team

Download mileage details for financial year

You can download mileage for a specific tax year or a custom period in QuickBooks Self-Employed (QBSE), @suemorgan527. I'm here to guide you through the process so you can have all your mileage records organized and ready for your financial reporting.

 

To download mileage details for a specific tax year, follow the steps outlined below:

 

  1. Go to the Reports section.
  2. Next to the Mileage log, select the tax year from the dropdown menu.
  3. Select View. This filters your trips for the tax year.
  4. To get your mileage information in a CSV file, select Download or Email from the dropdown menu next to View.

 

 

For a custom period, here's how:

 

  1. Go to the Miles menu.
  2. Choose a specific Tax Year or customize the date according to your preferences.
  3. Select the All tab to view all your mileage info.
  4. To get your mileage information in a CSV file, select Download My Trips or Email Trips from the dropdown menu next to Add Trip.

 

 

For detailed information, you can check out this article: Export mileage info from QuickBooks Self-Employed.

 

Additionally, you can check out this article for more information on how to resolve errors when tracking your work trips: Fix mileage tracking issues in the QuickBooks Online mobile app.

 

I'm here to assist you with managing mileage in QuickBooks Self-Employed (QBSE). Feel free to respond below, and I'll get back to you to provide further assistance.

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3 REPLIES 3
LollyNino_C
QuickBooks Team

Download mileage details for financial year

You can download mileage for a specific tax year or a custom period in QuickBooks Self-Employed (QBSE), @suemorgan527. I'm here to guide you through the process so you can have all your mileage records organized and ready for your financial reporting.

 

To download mileage details for a specific tax year, follow the steps outlined below:

 

  1. Go to the Reports section.
  2. Next to the Mileage log, select the tax year from the dropdown menu.
  3. Select View. This filters your trips for the tax year.
  4. To get your mileage information in a CSV file, select Download or Email from the dropdown menu next to View.

 

 

For a custom period, here's how:

 

  1. Go to the Miles menu.
  2. Choose a specific Tax Year or customize the date according to your preferences.
  3. Select the All tab to view all your mileage info.
  4. To get your mileage information in a CSV file, select Download My Trips or Email Trips from the dropdown menu next to Add Trip.

 

 

For detailed information, you can check out this article: Export mileage info from QuickBooks Self-Employed.

 

Additionally, you can check out this article for more information on how to resolve errors when tracking your work trips: Fix mileage tracking issues in the QuickBooks Online mobile app.

 

I'm here to assist you with managing mileage in QuickBooks Self-Employed (QBSE). Feel free to respond below, and I'll get back to you to provide further assistance.

suemorgan527
Level 1

Download mileage details for financial year

Perfect, thank you!

Ethel_A
QuickBooks Team

Download mileage details for financial year

It's good to see you back, @suemorgan527.

 

I'm glad to know that my colleague was able to help you download mileage details for the financial year in QuickBooks Self-Employed.

 

Here is an article that will help you with document reimbursements for future reference:

 

 

Also, to further guide you in claiming mileage and all other travel expenses in QBSE, I'd recommend checking out these article:

 

 

If you have any more questions or need further assistance, feel free to comment below. I'm always here to help. Have a great day.

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