Bank statement imports that relate to previous tax year

Question asked by Karen Aspinall 5 years ago

How / what do I do to 'explain' 6 entries on bank statement import that relate to the previous tax year 2018/2019. I didn't do accounts on software for that tax year, and I have 2 recipes and 4 payments that have imported on April 2019 statement that are on March 2019 accounts. Thank you Karen.

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Hi Karen - so the payments were in April, but the invoices/bills in March?

You could create opening debtor and creditors (invoices/bills with dates in March) on the Dashboard>Opening balances>Debtors/creditors tab.

Once these are created you can link the payments to these invoices.

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5 years ago

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