Financial settings: No more guesswork

Reports including your Trial Balance Statement use your financial settings information to generate meaningful balances, and your Dashboard page divides your accounting data into fiscal years so that you can track your business’ yearly growth at a glance.

To change your Fiscal Year Settings:

  1. Click on Settings in your left navigation menu
  2. Next, click on Dates & Currency 
  3. Use the date selector to update the fiscal year to match yours

With a simple drop-down for selecting the date and month of your fiscal year end, the feature is now virtually mistake-proof.

This article has been shortened and formatted to display in a small window. Read the full article in our Help Center.