Keeping your books accurate starts with setting the right dates. Here's a quick guide to how Digits handles them—and what each one means.
Cutover Date
Your cutover date is when you officially switch your books over to Digits. From that day on, Digits handles everything going forward.
If you came from QuickBooks, Digits pulls in your past data during setup—right up to the cutover date. After that, the QuickBooks connection is closed and won’t sync any more changes.
For more info on migrating from Quickbooks or another source, see Migrating Financials to Digits.
You’ll pick your cutover date when you first set up Digits. While it can’t be changed later, you can always check it by:
You pick this date during setup, and while it can’t be changed, you can still check it later:
- Head to my.digits.com and log in.
- Click Settings in the left menu.
- Select Accounting.
- View your selected cutover date.
Period Selector
Use the Period Selector to focus on specific timeframes. Choose from quick options like months, quarters, or years—or set a custom range that fits your needs.
These settings help keep your books tidy and ensure everyone’s on the same page. Let us know if you ever need help!