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Xinyi-Wang
Level 1

How to Change Fiscal Year in QuickBooks Online

 
1 Comment 1
JaneDave_I
QuickBooks Team

How to Change Fiscal Year in QuickBooks Online

We can change your fiscal year by going through the Account and Settings in QuickBooks Online (QBO), Xinyi.

 

You can follow the steps below:

 

  1. Go to the Gear icon, then select Accounts and Settings.
  2. Open the Advanced tab and choose the Accounting section.
  3. Click the pencil icon, and then choose your preferred months as the first month of fiscal year.
  4. Hit Save, then Done.

 


 

 

Additionally, I'm sharing this article in case you want to create a Balance sheet report. This report will help you see your company's financial status on a specific date: Run a Balance Sheet report in QBO.

 

Please know that you can Reply to this thread if you've any other concerns besides changing your business's fiscal year. We're always here to help.