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Hello, Good afternoon! Can you please tell me how to reset FY date from July to Jan to run report without a master admin? Many thanks!

 
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Best answer March 10, 2020

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Highlighted
Level 1

Hello, Good afternoon! Can you please tell me how to reset FY date from July to Jan to run report without a master admin? Many thanks!

Hello Mark,

Thank you so much for your response. Yes, I told my boss about it, she sets me up as a Master Admin. Now I'm able to change the date,

Many thanks for your help.

Have a great evening! :)

Best,

Daisy

View solution in original post

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QuickBooks Team

Hello, Good afternoon! Can you please tell me how to reset FY date from July to Jan to run report without a master admin? Many thanks!

Welcome to the Community, @daisyx.

 

If you are added as an admin in the company, you can change the Fiscal Year (FY) from the Accounting menu. This way, it'll reset the FY date on the report. Let me walk you through the steps.

 

  1. In your QuickBooks Online, click the Gear icon and select Account and Settings.
  2. Go to the Advanced menu.
  3. In the Accounting section, click the pencil icon to edit.
  4. From the First month of fiscal year drop-down, select July.
  5. Click Save, then Done.

However, if you're running a year-end report, you'll just have to manually set the date in the To and From fields at the top of the report.

 

Most importantly, I still recommend checking with your accountant for more guidance. He/she may add suggestions based on what's more suitable for your business and to your books.

 

You can read through these articles to learn more about year-end guide and reports:

 

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. Have a great day!

Highlighted
Level 1

Hello, Good afternoon! Can you please tell me how to reset FY date from July to Jan to run report without a master admin? Many thanks!

Hello Mark,

Thank you so much for your response. Yes, I told my boss about it, she sets me up as a Master Admin. Now I'm able to change the date,

Many thanks for your help.

Have a great evening! :)

Best,

Daisy

View solution in original post

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Moderator

Hello, Good afternoon! Can you please tell me how to reset FY date from July to Jan to run report without a master admin? Many thanks!

Thanks for updating us, @daisyx.

 

Glad to hear that you were able to get this figured out. Don't forget, we're always here if you need any other QuickBooks help in the future.

 

Have a great week!

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