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Level 1

Fiscal year setting

My company is set up with a different fiscal year than the tax year. Every time I log in, it switches the setting back to same as fiscal year. I do not want to mess up payroll taxes with a wrong setting. How do I keep it from  switching.  

3 Comments 3

Fiscal year setting

Hi there, @MartiJ.


Thank you for taking the time to post in the Community. Let me share some solutions so you can set up the correct fiscal year in QuickBooks. 


Only a Master Admin can change the fiscal year, regardless if you're added as an authorized user to the account. To check if you have this access, follow the steps below: 


  1. At the top right, click the Gear icon. 
  2. Select Manage Users.
  3. Look for your name, and check your access in the User Type column. 

If the Master Admin is another user, you can ask that person to update this information in the account. However, if you're the current Master Admin, then I suggest performing some basic troubleshooting steps to help isolate and fix the issue. 


I suggest starting with signing into your account through an incognito window. It'll allow you to access QuickBooks without using cookies. Here are the keyboard shortcuts to open a private browser:


  • Google Chrome: press Ctrl Shift N
  • Mozilla Firefox: press Ctrl Shift P
  • Microsoft Edge: press Ctrl Shift P
  • Safari: press Command Shift +N

If it works, I suggest you proceed with clearing the cache. There are times too much data can accumulate over time and cause issues when using QuickBooks.


For additional reference, I've attached some articles you can use to manage users and pay taxes in QuickBooks:


Please know that I'll be here if you need assistance with anything else. Have a great weekend. 

Greg Slayton
Level 1

Fiscal year setting

I'm not very adept. I can't seem to find what I need to do to set up a fiscal year instead of a calendar year for an account that I have.

QuickBooks Team

Fiscal year setting

Hi there, Greg Slayton.


QuickBooks Online makes it easy to set your fiscal year and I'll be happy to show you how.


  1. Go to the Gear icon and select  Account and Settings.
  2. Click on  Advanced.
  3. In the Accounting section, click the pencil icon and make changes to the first month of your fiscal year 
  4. Select Save then click Done. 


You can check out this article in case you'll want to run a Sales Tax Liability report to show how much you owe to tax agencies: Check how much sales tax you owe in QuickBooks Online


Feel free to use these articles if you need tips and related articles in the future: QuickBooks year-end guide


If there's anything else you need help with, I'll be on standby. Enjoy your day!

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