It will still display the specific date parameters you've previously used. Also, the effect is not retroactive especially when viewing your previous years' Budget vs Actual Report. Modifying your Fiscal Year End Date does not change any data in your account. Greetings, me share additional information on how updating the fiscal year of your account affects your reporting. If you need my help with reports, feel free to go back to this thread.įor more information on taxes, forms, filings, payroll and other Year End activities, make sure to check out our Year End Resources page.
This will guide you to create reports for the previous FY and save them, so you won't have to customize again when you need the same report in the future. You can also check about customizing and saving your customized reports. Choose January for the first month of fiscal year option.Select the Advanced tab and click on the Accounting section.Click on the Gear icon and choose Accounts and Settings.
To change the start of your fiscal year in the settings: However, your data will not change, so you can simply enter the dates (Jul-Jun) when you need to see the data in your previous financial year. Welcome, and thank you for posting in the Community, ctharinger!Ĭhanging your fiscal year or the start of your financial year will also change the dates in your report.
