How to change your journal start date

Learn how to adjust the start date of your journal for better setup and record-keeping.

To change the date when your journals start from:

Go to your Journals tab
Go to any of the journal pages (Accrued Revenue, Deferred Revenue, Prepayments or Accruals)
Click on the three dots at the top right of your screen. Near the bottom of the settings section you can adjust your journal start date. NOTE: MAKE SURE TO CLICK SAVE before exiting the settings page.
The start date will sync for Revenue journals if you set it within accrued revenue or deferred revenue and vice versa for expense journals.

Note: If you do not select a journal start date - your Financial Data import start date will be used by default. No date prior to this date can be selected as your journal start date.