Hi all. I have changed to quickfile about 3quarters of the way through my tax year from using paper accounting. So I have lots of scans and hardcopies to add, all of which pre-date the point at which I linked Quickfiles to my bank accounts. I know how to add new receipts and link them to transactions on my linked accounts, but how do I go about linking older, pre- quickfile receipts? I want to end up with everything in a fully audited state for April. Many thanks.
Hello @marshallbuilding
Are you starting with opening balances as of the point you linked your bank or are you planning processing all the data for the whole year?
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If its the former you could upload your receipts into the document manager to store them.
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If its the latter you would need to import the receipts into the receipt hub, enter your banks opening balance as of the start of the year and then import the banking transactions from the opening balance up to the point you connect it.
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