Books start date
The first day Solo officially manages the workspace’s books and reporting.
In Solo Superstars
Where it is used: Confirm it in Workspace setup or the owning accounting setting. It must be the first day of a month. Earlier transactions can remain as historical evidence, but they are outside the Solo-managed period.
Example
Books start date January 1, 2026 means December activity can support a crossing bank statement, but managed reporting begins January 1.
Codes shown are the defaults a new workspace starts with. Yours may be renamed or renumbered — check Accounting › Chart of accounts. See the full default chart.
Also called
- first date managed in Solo
- accounting boundary
- cutover date