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alicem
Level 1

Client set the wrong year end in QB. How can I change the year end ?

 
1 Comment 1
LauraAB
QuickBooks Team

Client set the wrong year end in QB. How can I change the year end ?

Hello alicem,

 

It's awesome that you're able to help your client with these kinds of details. Not to worry, changing the fiscal year set up in a QuickBooks Online account is easy. Just follow these steps in your client's account.

 

  1. Select the Gear icon in the upper right of your account.
  2. Choose Account and Settings.
  3. Go to the Advanced tab.
  4. Click the Accounting section or select the small pencil icon beside this section to edit it.
  5. Select the First month of fiscal year from the drop-down menu.
  6. Click Save.

And you're done! In case you need it, here is our handy Year-end guide and checklist. Feel free to check it and other community articles out and don't be afraid to ask more questions!

 

Have a great day. :)

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