I’ve just set up an account on QuickFile after discovering it whilst searching for useful information online. I need to set up last year’s accounts - I’m a micro business - how do I create historic accounts (if that’s possible on the system)?
Hello @acowenwright
Is it a new company, have you go accounts with another provider/ in excel?
https://support.quickfile.co.uk/t/importing-data-from-another-system/8936
A good place to start is the knowledgebase
Hi Steve,
It’s two-and-a-half years old.
Year one it was dormant.
Year two I began contracting for a company on a part-time basis. The year runs October 1 to September 30. My accounts are due at the end of this month and I had been looking for some neat templates online to tidy up my word document records, then I found QuickFile and thought it might be useful to input all the 2022/23 financial information in to aid with my accounts submission.
Is this possible to retrofit last year’s accounts into the system or would I be better off with online templates?
I have not used accounting software previously. Just kept manual records in Word.
Hello @acowenwright
As the support team are not registered accountants I can not advise which method would be best for you. You would be best speaking to your accountant for professional tailored advice.
If you don’t have an accountant, we have a panel of accountants (familiar with QuickFile) to choose from, for more information, please see the following link:
You can enter opening balances (import trial balance or manual journal) at a set point of your choosing, from there you can then enter to invoices and payment transactions.
These could be done
Manually - entering the invoices and bank transactions
https://support.quickfile.co.uk/t/create-your-first-invoice/8813
Imported from Excel(or similar)
https://support.quickfile.co.uk/t/importing-sales-and-purchase-invoices/8885
https://support.quickfile.co.uk/t/importing-your-bank-statement/8823
If you have receipts you can upload these and tag them
https://support.quickfile.co.uk/t/the-receipt-hub/8934
This might help How to switch accounting software?
HI @acowenwright,
Quickfile is an excellent bookkeeping software and will produce a Profit & Loss A/c and Balance Sheet, which you can printout and refer to. These formats cannot be sent to Companies House, they will expect a word or PDF document in the Statutory layouts, which can they uploaded - File your company's annual accounts with Companies House - GOV.UK
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