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How can I change when a company begins their books? I use a test file where the they start in 2026

 
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QuickBooks Team

How can I change when a company begins their books? I use a test file where the they start in 2026

Hi there, usermariapetsch33.

 

Thanks for joining us here!

 

I just want to make sure that I understand the concern correctly, are you referring to the incorrect opening balance date? If so, let me show you how to edit the date.

  1. Go to the Accounting tab and select Chart of Accounts.
  2. Locate the account and select View register.
  3. Find the “Opening Balance Equity” transaction. Select it and click Edit.
  4. From the Bank Deposit window, change the Date and click Save and close.

You'll want to check this link for more details: Fix beginning balance issues during your first reconciliation.

 

If what you meant is what you entered during the interview, when setting up the account, please note that it won't affect anything on your books. You can still edit everything on the account.

 

You may visit our QuickBooks Online Help page if you need articles or references.

 

Post again if you need anything else. I'll be here!

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