To change your accounting method after being live and processing transactions reach out to the support team. Make sure to include your Customer Success Manager in the CC box of the request form.
- We can accommodate either cash, modified cash, or accrual accounting
- Most individuals will start with cash accounting and move to accrual accounting. However, it's not unheard of to start with accrual and move to a cash accounting model.
The support team will need to know what date you want this change to occur.
- Note: Even if we apply the change after the date (i.e. Your fiscal year starts July 1 and you reach out to us in August to make the change) we can update all past receipts to reflect the new accounting GL entries.