Starting Solo - last 7 months entries

Question

So I've just  started using solo.  Whats the best way to enter all my expenses and income from the last 7 months? I have all my receipts and my income recorded on a spreadsheet.  Do I need to enter each one manually? Is there an easier way like just entering a monthly total for each month of expenses and income?

Maggie-Solo · Accepted Answer

Hi @MishyMoo1 Welcome to team Solo, it's nice to have you onboard! What you can do here is create one invoice that represents all your paid invoices to date, and do the same for expenses. For example, if you've had 10 x $100 invoices, you can create one invoice for $1,000.

Just make sure to hold onto that spreadsheet with your income and expenses—your accountant will probably want to go through it at tax time! But this method will give you a clear snapshot of your year-to-date position right inside Solo. 😊