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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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DaveDos
Level 2

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Thanks for your reply. My first financial month in my settings is set at April. We use cash basis accounting.

 

As I stated previously I have closed my books correctly up to the 5th April 2022 and have created a P&L report for my previous trading year without issue

It's my 'business overview' on my dashboard that is including transactions from the past year, both income and expenses. I've attached screen shot of the boxes in question. The top right selection box says 'this financial year' but the figures are incorrect. They include transactions from the 1st to the 5th April inclusive. These belong to the previous financial year. As a result my business overview will always be inaccurate.

 

We would like to be able to set the day of the month for the start of our financial year but that option doesn't seem to exist. This seems to be the reason for my issue.

 

 

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