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Jul 14, 2023 10:15 AM UTC
Question

New to quick books and have just started inputting all receipts and linked bank, how do I set it to start from 1st May 2023? As previous accounts have been done.

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Jul 14, 2023 1:15 PM UTC

Hi matt-nicholson-y, thanks for joining the Community!

 

We hope you're managing to get to grips with your new QuickBooks account. To set the first month of your financial year, navigate to the Gear > Account & settings > Advanced > Accounting. By default, QuickBooks will run from the current year. You can view previous years (if data is entered) by selecting the option for 'previous financial year' on the drop-down when viewing reports, sales, or expenses.