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Will I Keep My Data If I Change the Year End Date?

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Summary

I would like to change the Year End Date in Sage Accounting. If I change this date setting, will I keep my data or will I lose the data for previous fiscal years?

Resolution

You will keep all data that you previously recorded.


When you change the Year End Date, it will only change the years used for the predefined date filters in the Reporting such as This Fiscal Year and Previous Fiscal Year


NOTE: Changing the Year End Date does not close the revenue and expense accounts for the previous year. Please refer to the Year End documentation for this process.