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jane-williams-1988
Level 1

How do I set a custom fiscal year date range?

Our fiscal year is from 9/1 to 8/31. Thank you for your help.

3 Comments 3
Rusimyhr
QuickBooks Team

How do I set a custom fiscal year date range?

Welcome to the Community space, Jane.

 

You can customize your fiscal year date by going to the Advanced tab under Accounts and settings. Here's how:

 

  1. Go to the Gear icon and select Account and settings.                            
  2. Choose Advanced on the tab, then look for the Accounting section.         
  3. Set your month for the fiscal year to start.
  4. Then, click Save and Done.                                           

 

Let us know if you have additional questions or concerns, feel free to reach out. 

jane-williams-1988
Level 1

How do I set a custom fiscal year date range?

Thank for your help and screen shots. I was able to set the starting month of the fiscal year. 

Tori B
QuickBooks Team

How do I set a custom fiscal year date range?

On behalf of my colleague, you're welcome, @jane-williams-1988!

 

Please feel free to reach back out to the QuickBooks Community any time you need a helping hand. We are always happy to assist you. Take care!

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