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bluemoon123
Level 1

How to change the fiscal year end date?

Fiscal year end has changed from July to December. How can I edit this in QB?

1 Comment 1
GianSeth_A
QuickBooks Team

How to change the fiscal year end date?

Hello Bluemoon. To make sure we get this right, are you using QuickBooks Online or the Desktop version?

 

Since the process is different for each product, I'll add the steps for both.

 

For QuickBooks Online:

 

  1. First, click the Gear icon at the top right of your screen.
  2. Next, select Account and Settings.
  3. Then, click the Advanced tab.
  4. Now, find the Accounting section and click Edit.
  5. Change the First month of the fiscal year to January.
  6. Finally, click Save.

 

For QuickBooks Desktop:

 

  1. Go to the Company menu at the very top.
  2. After that, choose My Company from the list.
  3. Then, click the Pencil icon located in the top right corner of the Company Information window.
  4. Next, select Report Information from the menu on the left.
  5. Now, use the dropdown for the first month of the fiscal year and change it to January.
  6. Finally, click OK to save your changes.

 

For any further questions, feel free to leave a comment below.

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