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DivinaMercy_N
April 9, 2023

Hello there, @duncanroseway-gm. I'm here to help you configure the fiscal year in QuickBooks Online (QBO).

 

To clarify, are your referring to changing your fiscal year in QBO? If so, below are the steps you can follow:

 

  1. Navigate to the Gear icon and select Accounts and Settings.
  2. Next, click the Advanced tab and go to the Accounting section.
  3. Then, choose the month in the First month of fiscal year field.
  4. Once done, click Save, and then Done.

 

I also added this article to further guide you in managing your books for the new fiscal year in QBO: Year-end guide for QuickBooks Online.

 

To easily review your transactions for each fiscal year, you can customise the report you run and memorize them so you can use the same format in the future. 

 

I'm always here ready to lend a hand if you have any other concerns regarding the fiscal year of your company file. Please don't hesitate to leave a comment below. Have a good one and stay safe.