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May 20, 2020
Question

Now our financial year is Jan to Dec i want to change it to 1st April to 31st March how can i change in QB please help

  • May 20, 2020
  • 1 reply
  • 1 view
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1 reply

AlcaeusF
Level 14
May 20, 2020

Welcome aboard to the Community, @nkadri.

 

Let me show you how to make changes to your financial reporting year in QuickBooks Online.

 

You can find the option to edit the start of the fiscal year and the closing date by going to the Account and Settings section.

 

Here's how:

 

  1. Log into your QuickBooks account.
  2. Click the Gear icon in the upper-right corner.
  3. Below Your Company, select Account and settings
  4. Go to the Advanced tab.
  5. Change the first month of fiscal year.
  6. Enable the Close the books option.
  7. Add a closing date if necessary.
  8. Make changes to other information.
  9. Hit Save, then press Done

Additionally, I recommend the following resource which has video tutorials to help a user learn about customizing the settings, as well as some instructions about closing books:

 

Drop me a comment below if you have any other questions. I'll be more than happy to help. Wishing you a good one.