Loading past expenses and income without effecting new online banking
Hi. I am helping set up a friends online quick books today. I use the desktop version. I will be uploading and reconciling his 2019 banking statements. My question is how do I load last years expenses for his rental properties for tax purposes but not effect his banking balances? Do I offset that somehow to not defect 2019 new balances?
Hi there! I’m not an expert on Quickbooks, but I’ve found these two articles from Intuit which may help you resolve your issue.
How to enter historical information:
Manually upload transactions into Quickbooks online:
Hope this helps!
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