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January 23, 2026
Question

Hi, how do I set my financial year dates in quickbooks

  • January 23, 2026
  • 1 reply
  • 5 views
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1 reply

QuickBooks Team
January 23, 2026

Hello there, Alan95.

 

You can configure your financial year dates by accessing Account and Settings through the gear icon.

 

In QuickBooks Online (QBO), setting the correct financial year is essential for accurate reports, tax compliance, and smooth bookkeeping, ensuring your business's 12-month cycle is properly reflected.

 

To set it up, please follow these steps:

 

  1. Click the Gear icon in the top right corner.
  2. Select Account and Settings under the Your Company column.
  3. Click on the Advanced tab from the left-hand menu.
  4. Look for the Accounting section and click Edit.
  5. Use the dropdown menu for the first month of the fiscal year to select when your financial year begins, for example, January for a standard calendar year.
  6. Hit Save and then Done.

 

I'm always available if you have any other questions or concerns about QuickBooks.