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

Change of Fiscal Year End.

I use QB Desktop Pro 2018. From QB help I am informed that:-

A. go to Company menu - go to Company Information - select month - Fiscal Year drop down- PROBLEM- no "Company Information in my Company menu  drop down selection- does not work !!!!

B. go to Preferences - go to My Company - select month ...  There is nothing in My Preferences for changing a year end

HELP= Please

10 Comments
Highlighted
QuickBooks Team

Change of Fiscal Year End.

Hi magoo2,

 

You're on the right track with the steps you've described in option A. I'll clarify what you're seeing so you can enter in the information you need to set your fiscal year date range.

 

As you've noticed, the Report Information section of the Company Information screen talks about the "First month" in your fiscal year. QuickBooks Desktop registers the first month that your fiscal year starts and, when you do, it automatically understands when your fiscal year ends. For instance, if your fiscal year ends in April, pick May for the first month of your fiscal year. Or if December is the end of your fiscal year, pick January as the first month. Check out my screenshot below.

 

 

Learn more about how the fiscal year in QuickBooks Desktop by going to QuickBooks Desktop Help through the Help menu or by hitting F1. Click the Help tab and then Search to bring up the search bar. Type "fiscal year" and read the related articles.

 

I hope that helps. I'm here if you'd like more clarification!

Highlighted
Level 1

Change of Fiscal Year End.

Thank you LauraAB

I must be "stupid"- I can't explain my issue to the QB community.

I have reached out to many experts- you are the 3rd- I AM NOT GOING TO GIVE UP !!!!!!!!!!!

I believe I can successfully change the year end I have understood most of what you have explained to me- thank you.

However, you have assumed I can find the "Company Information" window- if you read my issue at inception- I CAN'T FIND THE COMPANY INFORMATION window- all the advice to date has told me it is in the down menu  from My Company on the task bar and it isn't. Someone told me its the 2nd one down- it isn't- it is "Company Shapshot"

HELK

The issue is- how do I get to the "COMPANY INFORMATION window

Highlighted
QuickBooks Team

Change of Fiscal Year End.

I see what you're saying now. I had thought you meant you got to the company information window, but it wasn't giving you the information you need. I can absolutely help you get there, though. Here's how you find it, with a screenshot to give you a visual.

 

The Company menu is broken into sections, and the Company Information part is in the third section. I've hovered over it in my screenshot to make sure it's highlighted.

 

 

Once you click that, you'll come to the screen from my first image. Let me know if that helps.

Highlighted
Level 1

Change of Fiscal Year End.

Now we are getting somewhere- thank you.

When I follow your instructions and click on My Company in the task bar- I get a drop down menu that is  exactly the same as your BUT FOR under LEAD CENTRE and above SET UP USERS AND PASSWORD you have COMPANY INFORMATION and I get MY  COMPANY and in my MY COMPANY window there is no REPORT INFORMATION section.

I have QB desktop PRO 2018- ??????????????? 

 

Highlighted
QuickBooks Team

Change of Fiscal Year End.

I'm following what you're saying and want to do what I can to help sort this out. Can you let me know what you do see on that screen? It's even better if you can include a screenshot — just blank out your company's information. What I'm looking for are the various fields available, like in my first screenshot to you.

Highlighted
Level 1

Change of Fiscal Year End.

LauraAB

If you can tell me how to do a screenshot I'll send.

The window I get has 5 sub windows:-

1. Company Information - names, address etc.

2. Manage Your ACCOUNT- order , payment, history, account details

3. PRODUCT INFORMATION- product name, license number, activation date etc.

4. Manage Your App.s, Subscription, Services

5. App.s, Services & Subscriptions Recommended fo

Highlighted
QuickBooks Team

Change of Fiscal Year End.

Thanks for letting me know. I think the image would be beneficial in this instance since what you're mentioning here isn't ringing any bells for me. There are a few ways to take screenshots on Windows computers. I've found an article that has step-by-step instructions with images to help you out. Check out How-To Geek's How to Take Screenshots in Windows 10. If that doesn't work for you, or you're using a different operating system, I recommend searching Google for some steps.

Highlighted
Level 1

Change of Fiscal Year End.

This is the best I can do.

As you can see my COMPANY INFORMATION window is not the same.,

Are you using QB Desktop Pro 2018? Is it possible I have a technical problem in my program and if so how do you get to Inuit technical department to get these things addressed?

Highlighted
QuickBooks Team

Change of Fiscal Year End.

Got the screenshot, thanks. I've removed it from your comment since it included your license information. It's important that you keep that safe and secure. Don't worry, I've got a copy of the image for myself so I can look at it. I've looked up your license number and see that it's for an American version of QuickBooks Desktop. This is why what you're seeing is different than what myself and other agents have described and why what you're seeing isn't matching my screenshots.

 

I've found a question from our US community where someone asked about changing the fiscal year and received the answer they needed. We were in the right area, but there were just a couple of extra steps to take. Here's the answer on this question. See if it works for you: Fiscal Year (QuickBooks Desktop US)

 

If your purchase of an American license is intentional, here's how you can get in touch with QuickBooks Desktop US support in the future. Check out our Contact Us page to learn how to reach that team. To go to the US community, simply change the flag at the top of this page to the US one.

 

If you've purchased the US version in error and need the Canadian one, call US support to find out how to cancel and then the Canadian support team can help you get set up. Considering your address on the screenshot, it looks like your business is in Canada, so I recommend using the Canadian version as it'll help you easily track sales tax and payroll calculations if you need them. Keep in mind you won't be able to transfer your company file and would have to start from scratch.

 

The number to reach Canadian support is 1-877-772-9158. Pro support is ready to assist 24 hours a day, 7 days a week. Learn more about potential support costs here: Intuit QuickBooks Desktop software support policies

 

I hope this helps clear it up! I'm here if you have more questions.

Highlighted
Level 1

Change of Fiscal Year End.

I am going to assume that you have found out how to do this, but if not you go to the Company tab on the top banner and click "My Company" and the box will open then click the pencil in the upper right hand corner to edit the info and then it gives you options and Fiscal Year End is one of them.  Click that and you will be able to change your fiscal year end!!!  I found it by accident after finding this thread and still not getting the answer...