How to check the accounting year start date
Accounts work on an accounting year so it’s vital that you’ve set the start date correctly. To check what your start date is, click on the Home Tab and then click on Settings. Click on the Accounting tab. You’ll see 2 dates here:
- Start of First Accounting Year in SortMyBooks - this is accounting year you started using SortMyBooks.
- Start of Current Accounting Year - if you’ve closed off any accounting years in SortMyBooks then this date lets you know what is the current open accounting year.
If you want to change the Start of First Accounting Year in SortMyBooks - eg. let’s say you never intentionally set the date, so what’s displayed is the date you signed up to SortMyBooks, then click on the date and change it. If there is a restriction, eg. if you’ve already keyed in opening balances somewhere else in the application, then you’ll be given a list of the transactions that are preventing you from changing this date. If you delete those transactions you’ll be able to change the date.