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info1249
Level 1

Our first company year runs from 13th September 2019 to 30thSeptember 2020, the second year runs from 1st Oct 2020 to 31st March 2021, can i adjust QB to reflect this?

 
1 REPLY 1
RenjolynC
QuickBooks Team

Our first company year runs from 13th September 2019 to 30thSeptember 2020, the second year runs from 1st Oct 2020 to 31st March 2021, can i adjust QB to reflect this?

I hope you're having a wonderful day, info1249.

 

I'm here to walk you through the steps where to adjust the financial reporting year or accounting year. Simply follow these steps:

 

  1. Go to the Gear icon > Account and settings.
  2. On the left panel, click the Advanced tab.
  3. In the Accounting section, select the month from the First month of fiscal year drop-down menu.
  4. Hit Save and then Done.

 

Please see this sample screenshot for a visual guide:

 

financialreporting.JPG

 

Once done, try running a report, and you will see the date underneath the report name. Here's a sample screenshot for reference:

 

fiscalreport.JPG

 

To modify the settings, you can read this article: Edit company settings in QuickBooks Online.

 

Happy to help if you have other questions or concerns with your QuickBooks Online account. Stay awesome!