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LilianaSmithers
Level 2

Importing Finances

Hello,

 

I am new to quick books and I would like to use it for my accounting, however, I would need to import all my invoices that have been paid to date and all my expenses.  I understand how to import expenses but do not understand how to import earnings and invoices that have been paid.  

 

If you could provide me directions or advice on this process so that I can use the program efficiently that would be great. 

 

Liliana

3 Comments 3
LauraAB
QuickBooks Team

Importing Finances

Hello Liliana,

 

It's great to have you with us and I'm excited to hear you're using QuickBooks Self-Employed. I'll give you a few more details about the program so you can get started.

 

QuickBooks Self-Employed allows you to track mileage, connect to your bank feed, and enter your invoices. From what you're describing, it sounds like you've connected your bank feed to import your expenses into the program. You can learn more about that feature here: Connect you bank accounts to QuickBooks Self-Employed

 

To make sure you the invoices you need are entered into the program, use the Create invoice feature. There isn't a way to import invoices or income at this time. I've got an article here with more details about invoicing in QuickBooks Self-Employed: Create an invoice in QuickBooks Self-Employed

 

The awesome thing about both articles I've linked is they give you the steps for both the browser and app environments. Just scroll to the section for the one you're using and you'll be on your way.

 

If you'd like an agent to help you out, don't be afraid to get in touch. The dedicated QuickBooks Self-Employed team can be reached by visiting the following link and choosing the Self-Employed option: Contact Us

 

Have a great rest of your day. :)

LilianaSmithers
Level 2

Importing Finances

Hello, Laura thanks for the reply.

 

I have read these features, and do not want to link my bank account expenses to Quickbooks as this is not how I manage my finances.  I use multiple banks. 

 

What I want to know is, I am signing up for quick books in October of 2019.  In order to get a report for tax purposes, I will have to input income and expenses made to date.  I do not see how to import already paid invoices from 2019. nor do I see the contact us phone number or email. 

 

Thanks 

 

 

 

LauraAB
QuickBooks Team

Importing Finances

Hi again Liliana,

 

I'll start with the contact us information. For QuickBooks Self-Employed, support is handled exclusively through email. The words "contact us" in my original response are hyper-linked and will take you to our contact page when you click them. Simply choose QuickBooks Self-Employed from that page, then fill out the online email form. Someone will respond as soon as possible.

 

As I mentioned, importing the already completed invoices won't be possible as QuickBooks Self-Employed doesn't have an import option. Even importing the expenses is done through the bank feed connection or .CSV files that you typically get from the bank. Since you need to import some previous data, QuickBooks Online may be a better fit for you as it allows you to import invoices and expenses and has a wider scope of import options overall. Learn more from the links below by clicking the underlined text.

 

Let me know if you have more questions. I'm happy to help you find the best fit for you!

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