cancel
Showing results for 
Search instead for 
Did you mean: 
diane125
Level 1

Change accounting date once items processed?

Can you change the accounting date in Quickbooks online part way through the year?  I have noticed that the accounting date is set to December year end and need to prepare accounts to September.

1 Comment 1
JessT
Moderator

Change accounting date once items processed?

It's nice to see you posting today, diane125!

 

In QuickBooks Online, we can change the first month of the fiscal year, and then you can set your first month of the tax year to either follow that or choose January.

 

I'll be happy to help you, but may I know what you mean by "accounting date"? If you mean changing the first month of your fiscal year, you can follow the steps below.

 

  1. Go to the Gear icon and choose Accounts and settings.
  2. Select the Advanced and click the Accounting section.
  3. Change the first month of the fiscal year. You can also change the start month of the tax year.
  4. Click Save, and then Done.

 

On the other hand, I just want to share that we have self-help articles for QBO should you need them in the future.

 

I'm only a comment away if you need more help. Take care and have a good one!