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Level 1

"I want to use quickbooks self employed starting 1/1/2021. You give free each year. But by April 15, tax time, months have gone. I’m not able to catch up with backlog. I try several years but there is always too much data to sift."

 
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QuickBooks Team

"I want to use quickbooks self employed starting 1/1/2021. You give free each year. But by April 15, tax time, months have gone. I’m not able to catch up with backlog. I try several years but there is always too much data to sift."

Hi there, ocharlyiv. 

 

We want to make assured you get the most out of your data before your subscription ends. After April 30th, you won't be able to access or edit your QuickBooks Self-Employed data. 

 

If you want to use your QuickBooks Self-Employed tax info for the current tax year, follow these steps to export your data to TurboTax Self-Employed before April 30th. You can also download the tax report. Here's how: 

 

  1. Sign in to QuickBooks Self-Employed. 
  2. Go to the Reports menu. 
  3. Find the Tax summary and Tax details reports. 
  4. Select tax years you want reports for. Then select Download

To learn more about what will happen before QuickBooks Self-Employed subscription end, you may read on this article: What to do before your QuickBooks Self-Employed subscription from TurboTax Self-Employed expires

 

Just tap the Reply button if you have other concerns or questions in QuickBooks. I'll be here to lend a hand. Have a great day, and stay safe!

Highlighted
Level 1

"I want to use quickbooks self employed starting 1/1/2021. You give free each year. But by April 15, tax time, months have gone. I’m not able to catch up with backlog. I try several years but there is always too much data to sift."

I really appreciate your response! 
However, you miss the point of my question. 
i receive Quicken Self Employed each April, after submitting my taxes. 
By April 3 months of data are gone by & I can’t catch-up. 
How can I get my free Quicken Self Employed for use, starting on January 1st. 

Highlighted
QuickBooks Team

"I want to use quickbooks self employed starting 1/1/2021. You give free each year. But by April 15, tax time, months have gone. I’m not able to catch up with backlog. I try several years but there is always too much data to sift."

Thanks for getting back here, @ocharlyiv.

 

To further investigate why data are missing, I suggest reaching out to our QuickBooks Self-Employed support team. They use specific tools to pull up your account and see your set up.

 

Here's how:

  1. Go to the Help icon and click Contact us.
  2. Select Continue.
  3. Choose either Start a chat or Get a callback. 

qbsesupport.JPG

You may also add transactions manually from a CSV file to QuickBooks Self-Employed. To do so, please follow the steps in this article: Manually import transactions into QuickBooks Self-Employed.

 

Should you need anything else, don't hesitate to comment below. I'm always around to help if you have other QuickBooks-related concerns. Stay safe and take care always.

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