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JayBlake
October 14, 2022
Question

Fiscal Year by Due Date

  • October 14, 2022
  • 1 reply
  • 0 views

When doing a report the fiscal year is going on "Invoice Date" and not "Due Date", why is this and is it possible to change globally?

1 reply

Adrian_A
Adrian_A
October 14, 2022

Hello there, JayBlake.

 

QuickBooks has a unique way of tracking customer-related transactions. I'm here to share more information about it.

 

The system will use the invoice date to keep track of customer transactions. If you want to use the due date, you may export the report to an Excel file and then modify the date manually.

 

I've added this screenshot as your guide in exporting the data:

 

 

I've also shared this article when you're ready to file taxes: Set up and use automated sales tax.

 

Keep me posted whenever you have concerns about taxes.

J
JayBlakeAuthor
October 14, 2022

I think this post was accidently posted here as it has nothing to do with what I'm asking?????

Adrian_A
Adrian_A
October 14, 2022

I appreciate you for getting back to us, JayBlake.

 

To ensure I'll be providing the correct solution, can you add more details about your issue? What specific report are you running? I'd also appreciate it if you add a screenshot.

 

I'll be keeping an eye on your response.

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