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SirielJeaB
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We are grateful that you are back in the Community forum, Sandy. We appreciate you using the Community to voice your concerns. Please allow me to provide you with some information on this.

 

I understand how convenient it is for you to choose the basis of accounting period you want to display in your QuickBooks Desktop.

 

The accounting period in QuickBooks is determined by the accounting method employed. When using the accrual basis, the accounting period is when you enter a transaction, pay, or receive cash. On the other hand, if you operate on a cash basis, the accounting period begins when you receive a payment or pay a bill. Moreover, how the accounting period is displayed is one of the features of the QuickBooks Desktop.

 

You might want to read the following article for more information on personalizing and adding specific information to your invoice and other form styles in QBO: Customize sales forms.


Visit this article to learn the difference between Cash and Accrual basis and how to set them as preferences in QuickBooks Desktop for Windows: Differentiate Cash and Accrual basis.

 

Keep us posted if you need further clarifications regarding the accounting period in QuickBooks Desktop. We're available 24/7. Have a nice day!

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