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October 27, 2024
Question

I need to change tax year to 5th-6th April so that I can transfer my account info from Freeagent using movemybooks

  • October 27, 2024
  • 1 reply
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1 reply

October 27, 2024

Let me help you with changing your tax year so you can smoothly transfer your account information from QuickBooks Online, Melissa.

 

In QuickBooks, the year-end is set to the month before the start of your financial year. Changing the tax year is unavailable. No worries you can adjust the starting month by navigating through your Settings.

 

Here's how:

 

  1. Go to the Gear icon, select Account and settings.
  2. Go to the Advanced section, then click on Accounting.
  3. Hit the pencil icon to edit.
  4. Under the First month of financial year, click the dropdown button and select April.

 

Additionally, you can export your files to have a backup copy of your files in QBO.

 

If you have any further questions or need more assistance, feel free to ask. We the Community are here to assist you.