AldrinS
QuickBooks Team

Reports and accounting

I'd be happy to help you with that, Town Clerk.

 

A quick and easy way to fix this is to set up your company preferences and indicate when your Fiscal Year starts. With this, the budgets that you'll input will be reflected on the Fiscal Year, instead of the Calendar Year. The steps below will guide you on how to do this:

  1. Click the QuickBooks menu.
  2. Select Preferences.
  3. Choose My Company.
  4. Select the first month of the Fiscal Year.
  5. Click OK to save the changes.

If you need further assistance in setting this up, you can always reach out to the Customer Care Team. They have specialized tools and initiate screen sharing to guide you throughout the process. Here's how you can reach them:

  1. Click this link to go to the Official Contact Us page.
  2. Select QuickBooks Mac Desktop.
  3. Choose Using QuickBooks for Mac.
  4. In section 2, Here's how to connect with a QuickBooks expert, click Get Phone Number.

Please know that I'm only a post away if there's anything else I can help you with. I'm always here to provide help and answer any questions that you may have. Wishing you and your business all the best!