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Level 1

How can I change the company start date and keep the data that was entered prior to the company start date?

I started using QBO before my company start date. For tax filing and reporting purposes, however, I only need the data from the company start date onwards. How can I do this? Is it enough to just make customized reports?

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Community Champion

How can I change the company start date and keep the data that was entered prior to the company start date?

Is it enough? Yes. Everything is date related and forms and reports are all date adjustable.