1. Can you reverse a year-end in BrightBooks?

Yes. If a year-end has been completed in error or needs to be rolled back, it is possible to reverse an accounting year in BrightBooks – but this cannot be done by users themselves.

A year-end reversal is a controlled process that must be handled carefully, so you will need to contact support to complete this for you.

2. What you need to do

If you believe a year-end needs to be reversed:

1. Do not try to fix it yourself with journals or deletions.
   • These can make the position more confusing and harder to correct.
2. Contact BrightBooks Support.
   • Explain:
     • Which accounting year you need to reverse.
     • Why the reversal is required (e.g., year-end run too early, missing transactions, incorrect balances).
   • Support can:
     • Review your account.
     • Confirm whether a year-end reversal is appropriate.
     • Help you complete the reversal process correctly.

3. After the year-end is reversed

Once Support has helped you reverse the year-end:

• You can:
  • Post any missing or corrected transactions in the reopened year.
  • Re-run the year-end at the correct point once everything is in order.
• You should:
  • Work with your accountant to confirm:
    • Which entries were missing or incorrect.
    • Any additional journals needed.
    • That your revised year-end figures are correct for accounts and tax.

4. Key points to remember

• A year-end can be reversed in BrightBooks, but only with assistance from BrightBooks Support.
• Do not attempt to “DIY” a reversal via manual journals or deleting locked transactions.

• Always involve your accountant to confirm the accounting impact of any reversal and subsequent corrections. Reversing or Rolling Back an Accounting Year in BrightBooks