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Non-Calendar Fiscal Years

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

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Non-Calendar Fiscal Years

  • Double has dedicated functionality to help you serve your clients with fiscal years that start in months other than January. Non-Calendar Fiscal Years are currently only supported with QuickBooks Online integrations.


Fiscal year settings

If your client's Fiscal Year settings are updated in QuickBooks Online, you'll need to go to that client's Client Settings in Double in order to complete the sync.


Quarterly settings

Quarterly clients are prompted to start their closes on the proper fiscal cycle. For example, if you have a client with a Fiscal Year Start Month in September, your quarterly closes will be November, February, May, and August.


Reports

Closing tasks

File Review Reports and Management Reports also contain Fiscal options.

Management reports

Management reports also have Fiscal Year options.

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