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Rolling back a financial year

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Experienced User bissym
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bissym
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Rolling back a financial year

I'm looking for help in rolling back a financial year.

We started using MYOB for the 2016-2017 financial year and completed that.  We have been told we need 2015-2016 data entered as well.

I am using v19 and cannot see a rollback option.  Could somone please describe the steps to be able to enter this data so I can create a financial report for this previous year.

 

Thanks in advance,

 

Bethany

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Ultimate Partner GDay53
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GDay53
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Re: Rolling back a financial year

@bissym

 

The only way would depend on how you set the file up at the beginning.

When you created the data file you are asked for a year and a conversion month.

If you did not choose the 2015/16 year then you can not create it later.

If you started with 2016 then you can ONLY roll forward not backwards from that date.

 

The only way would be to create a new data file starting from 1/7/15 enter all the 15/16 data then import the transactions already entered from the 16/17 file so that they all are in the one file.

 

 

If my response to your query and has helped, please mark my post as a solution to help others in the future.
Graeme Day
Registered BAS Agent #24745540
First Class Accounts Clayfield
Mobile: 0402 841 627
gday@firstclassaccounts.com
MYOB Certified Consultant
MYOB Diamond Partner
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Experienced User bissym
11 Posts
Experienced User
Australia
bissym
Experienced User

11Posts

2Kudos

1Solutions

Re: Rolling back a financial year

Not what I wanted to hear, as that is what I thought the answer would be.  Thank you for your quick response though. Smiley Happy

 

Cheers,

Bethany

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