Hi all.
I have been self employed since November 2021, and have been keeping basic spreadheet records.
I would like to move to quickfile, and have some experiance with the system from a company i worked for previously.
My question is can i add 21/22 and 22/23 data into my new quickfile account so i have all my records in one place?
If yes, is there a help doc / guide somewhere showing how to do it, including and year end bits etc (I know how to import bank feeds, create invoices and expenses)?
You can if you wish, please be aware that our pricing structure is based on nominal postings entered in a rolling 12 month period (1000 postings in this timeframe requires a subscription).
If you enter 2 years data (depending on what is entered) it is likely you will be required to purchase a power user subscription.
It may be better to upload your previous spreadsheets to the document hub so they are stored and just start with opening balances as of the start of your 2023/2024 year.