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Non-Calendar Fiscal Years

How to manage clients whose fiscal years don't start in January.

Updated over 2 weeks ago

Non-calendar fiscal years

Double includes dedicated functionality to support QuickBooks-integrated clients with fiscal years that begin in months other than January.


Fiscal year settings

If a clientโ€™s fiscal year settings are updated in QuickBooks Online, the corresponding Client Settings in Double must be accessed to complete the sync.


Quarterly settings

Quarterly clients are prompted to start closes on the appropriate fiscal cycle. For example, for a client with a fiscal year start month of September, quarterly closes occur in November, February, May, and August.

  • More on quarterly client settings ๐Ÿ‘‰ here!


Reports

Closing tasks

File Review Reports and Management Reports also contain Fiscal date range options.

Management reports

Management reports provide fiscal year date ranges and aggregation options.

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