Can I collate all payments from a source monthly?

Hi @sitewideuk

That should be more than fine. The main things to consider are:

  • The figures are accurate (for example, VAT)
  • The figures are recorded within the correct tax year/month (e.g. don’t record a 14/15 figure in the 15/16 tax year).

This guide may of some use to you. This looks at how to record shop takings in QuickFile. Although online is a bit different to a physical shop, the concept would be the same. You don’t necessarily need to do this on a daily basis, weekly or monthly should be fine.

However, if you are ever unsure, it may be best to double check with your accountant.

Hope that helps!