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PDtax
PDtax, CPA firm owner
Category: Financial Software
Satisfied Customers: 4152
Experience:  Have used almost every software package available.
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I have a client who set up s books on a calendar but he is

Customer Question

I have a client who set up his books on a calendar but he is on a fiscal year. How can I change this now. He is on Quick Books 2014
Submitted: 1 year ago.
Category: Financial Software
Expert:  PDtax replied 1 year ago.

Hi from Just Answer. I'm PDtax, and can assist.

Expert:  PDtax replied 1 year ago.

As you know, you can manually set up the financial reports for the fiscal year of your choosing, by setting up the reports and saving them. You can edit the company setup to permanently make the change, too.

Expert:  PDtax replied 1 year ago.

If you made a mistake in the Financial Year during the creation of your QuickBooks Company File, you can edit this Financial Year information by going into the Company menu, Company Information, and edit the information of your Financial Year from the ‘Financial Year’ field.

Expert:  PDtax replied 1 year ago.

That opens your 2014 file for revisions. This assumes you did not have prior years to revise, as that would be more complex.

Thanks for asking at Just Answer. Positive feedback is appreciated. I'm PDtax.

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