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Level 1

How do I change a client's fiscal year?

 
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QuickBooks Team

Re: How do I change a client's fiscal year?

Hi,


Welcome to the QuickBooks community. QuickBooks Online Accountant offers awesome tools that allow you to collaborate with your clients and manage their books efficiently. I'll be happy to share the steps on how you can change your client's fiscal year. Here's how:

  1. Select Go to client's QuickBooks from the top left menu
  2. Select the client you wish to edit
  3. Select the gear icon
  4. Select Account and Settings
  5. Select Advanced
  6. Select Accounting
  7. Change the month from the drop down menu for First month of fiscal year
  8. Select Save
  9. Select Done

To know more about how to manage your work, your clients and your practice with QuickBooks Online Accountant, check the official page here: https://quickbooks.intuit.com/ca/accountants/.

 

Feel free to reach out if you have any other questions.