I have just started using Quickfile. I put some test date in to the system dating them all in 2018. Running the Trial Balance report shows these transactions correctly in the P&L section.
I have now changed the financial year to 2019 in the Companty settings. I have run the Trial Balance report changing the preset data range to 2019 & hitting the update button. However, the report still shows the 2018 test transactions.
Can you please advise me what I am doing incorrectly
Hi @Plimsoll
Updating the financial year in the company settings won’t exclude entries prior to this. The trial balance will include everything prior as an opening balance.
Have you entered any real data into your account yet, or is it just the test data you have there?
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