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Hi there, rickmason2410.
Let me share some information about the things that should need to be done before closing the book.
Closing the book is a very important part of maintaining accurate reports in your book. We'll have to ensure that we've done reconciling your bank and credit card statements. Also, we'll need to review reports and make any corrections if needed.
We can drop all the expenses and sales transactions to zero by closing the book. To guide you further, please follow these recommended things to do.
Once done, close the book by following these steps. Here's how:
Select the actions you want QuickBooks to follow when someone attempts to modify a transaction impacting the closed period. Choose either Allow changes after viewing a warning or Allow changes after viewing a warning and entering password.
Here are some articles that you can check out to get more details about the closed book:
Let me know if you have other questions about it. I'm here to back you up anytime. Take care!
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