Hello there, JRezabek. I understand you want to close the year in QuickBooks Desktop for Mac.
I'm here to help you set or change the close date in QuickBooks Desktop for MAC.
Here's how:
- Hover to Company and click Users and Passwords.
- Select Set Closing Date.
- Enter a Closing Date and Closing Date Password.
- Select OK.
Meanwhile, QuickBooks uses your fiscal year to set the date range for specific reports and graphs. If your fiscal year starts in July, reports should begin on July 1st.
To change your fiscal year, here's how:
- Select QuickBooks, then Preferences.
- Select the Company Preferences, then Reporting Info.
- Once done, close your Preferences.
Moreover, you can turn an estimate into an invoice in QuickBooks Desktop for Mac. This feature saves time and effort by eliminating the need to create a separate invoice manually.
You can reach out to me by tapping the reply button below. If you need further assistance with closing your books or have any other concerns, I'm here to help.
