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antpoort
Level 1

year start month set as March but management reports state period ending 1 March. These should state end February how can this be changed

year start month set as March but management reports state period ending 1 March. These should state end February how can this be changed

1 Comment 1
Dandie_A
QuickBooks Team

year start month set as March but management reports state period ending 1 March. These should state end February how can this be changed

You are correct that your management report ends in February instead of March 1, Ant.

 

To fix the correct management report, here's how you can do it:

 

  1. Click the Settings () icon in your QuickBooks Online dashboard.
  2. Go to Account and Settings and select the Advanced tab.
  3. Scroll down to the Accounting section, and ensure that your fiscal year start month is set to March.

 

After updating the financial year in QuickBooks Online, let's check the management report to see the changes.

 

Here's how:

 

  1. In the management report page, locate the specific report you’re working on.
  2. Under the Report Period column, select the This Financial Year option.
  3. Click Preview to ensure the report now reflects the correct period ending in February.

 

Please see the screenshot below for visual reference.

 

If you need further clarification, let us know below. We're still here to help.