When using the app on Android the reports date defaults to the Calendar year (1st of January - 31st of December) instead of the Australian tax year (1st of July - 30th of June). I was wondering if there is a way to change this permanently instead of doing custom dates for every report?
Yes, there is. This is done in the Company Settings under Advanced.
You can set the first month of the financial year to July by default. If this is already set up and you're still seeing an issue with your reports please contact the Support Team for further assistance.
Nice to have you joining this thread, @957.
I’m here to help and ensure you’ll be able to change your W2 to 2020. Let’s go to the Setting/Gear icon and change the date from there. Here’s how:
If you’re unable to select the year 2020, I suggest accessing your account on a private window (incognito) and change the date from there. There are times that the browser stores too much data that affect your account performance.
Using a private window doesn’t store any data file. Thus, this helps us verify if this is a cache related issue. To get started, here are the keyboard shortcut keys in opening a private window depending on the browser you’re using:
Once opened, change your W2 to the year 2020 to double-check. If it works, I recommend your regular browser's cache. This will delete all the data files saved from your browser.
If the issue persists, try using other supported browsers. That way, we can check if this is a browser-integrated issue.
Additionally, I’m adding these articles that you can use for future guidance in creating an invoice and connecting your bank account:
In case you have other concerns or questions managing your QBSE account, let me know in your reply. I’ll be around ready to help you out. Take care and have a good one!