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December 11, 2018
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How can I change company start date?

  • December 11, 2018
  • 5 replies
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Best answer by qbteachmt
@remars

There is no need to SHOUT by using all Capital letters.

The "start date" in desktop is to help you consider the transition to using QB. There is no Start Date literally stored anywhere. You can enter a transaction dated Jan 1, 1950 if it matters to your data file.

The system automatically using Fiscal Year to close the financial reporting.

Let's go to your own topic:
<a rel="nofollow" target="_blank" href="https://community.intuit.com/questions/1778021-at-today-s-date-i-am-creating-invoices-dated-may-2018-but-i-keep-getting-a-warning-that-it-is-outside-the-closed-period-my-end-of-year-is-set-as-31-december">https://community.intuit.com/questions/1778021-at-today-s-date-i-am-creating-invoices-dated-may-2018-but-i-keep-getting-a-warning-that-it-is-outside-the-closed-period-my-end-of-year-is-set-as-31-december</a>

5 replies

December 11, 2018
IF THERE IS NO START DATE IN THE DESKTOP VERSION HOW DOES QB KNOW WHEN TO CLOSE OFF ACCOUNTS AND PROFITS TO RETAINED EARNINGS?
qbteachmt
qbteachmtAnswer
December 11, 2018
@remars

There is no need to SHOUT by using all Capital letters.

The "start date" in desktop is to help you consider the transition to using QB. There is no Start Date literally stored anywhere. You can enter a transaction dated Jan 1, 1950 if it matters to your data file.

The system automatically using Fiscal Year to close the financial reporting.

Let's go to your own topic:
<a rel="nofollow" target="_blank" href="https://community.intuit.com/questions/1778021-at-today-s-date-i-am-creating-invoices-dated-may-2018-but-i-keep-getting-a-warning-that-it-is-outside-the-closed-period-my-end-of-year-is-set-as-31-december">https://community.intuit.com/questions/1778021-at-today-s-date-i-am-creating-invoices-dated-may-2018-but-i-keep-getting-a-warning-that-it-is-outside-the-closed-period-my-end-of-year-is-set-as-31-december</a>
Raywhite28
December 11, 2018

You can’t.

qbteachmt
December 11, 2018

There isn't one anywhere in Desktop. It is asked as part of the Interview process, but it isn't stored and controls nothing.

Everything you put in the file, you will put the Date on it.

Only QB Online has a "start date" that prevents specific entries.

January 3, 2021

so, I'm setting up quickbooks.  after entering my account information, it asks to import my data starting 1/1/20 and i clicked okay.  Then i realized i wanted 2021!  I don't need last year's banking info.  How can i change this?

katherinejoyceO
January 3, 2021

Welcome to the Community, @pitkrew. I can walk you through clearing old transactions by deleting or voiding each transaction.

 

Please know that deleting a transaction will remove them completely while voiding a transaction assigns a zero value to the item but retains the transaction details. Here's how: 

 

Delete Transactions

  1. Open QuickBooks, click the Lists in the main menu bar. 
  2. Click Chart of Accounts from the drop-down menu. Then, select to open the account that contains the transactions you want to delete. 
  3. Scroll to the transaction in the account screen. QuickBooks displays transactions in date order, with the most recent at the top of the screen.
  4. Click to select the transaction you want to remove, then click Edit in the main menu. 
  5. Click Delete, then OK to confirm that you want to delete the transaction.

 

You can repeat this procedure for each transaction you want to delete.

 

Void Transactions

 

  1. Go to the Lists in the main menu. 
  2. Select Chart of Accounts.
  3. Click to open the account with the transactions you want to void.
  4. Select the transaction. Click "Edit" in the main menu and then click Void.
  5. Click Save and Close to save the voided transaction.

 

Repeat this procedure for each transaction you want to void.

 

Here's an article that can guide you on how to match or add bank transactions in QBDT.

 

For future reference, read through this article: Reconcile an account in QuickBooks Desktop. It helps you learn about balancing your books by matching your actual bank account statements with QuickBooks. 

 

Feel free to come by here at any time. I'm always here to guide you more with your banking concerns.