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vruti jivan
Level 3

Closing a Period In Quickbook Advance

Hi,

 

Is there a way to pre-set monthly close date in Quickbook Advance?

or does the close date have to be updated each period?

 

Thanks

Vruti

Solved
Best answer August 06, 2020

Accepted Solutions
GeorgiaC
QuickBooks Team

Closing a Period In Quickbook Advance

Hi Vruti, 

 

Thanks for getting back to us - you can pre-set the date to close the accounting period by going to the Cog Wheel > Account & Settings > Advanced > Accounting > Close the books and switch on. Here you can enter a closing date and opt to allow transactions to be entered before this date after viewing a warning or entering a password. :smiling_face_with_smiling_eyes:

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5 REPLIES 5
EmmaM
QuickBooks Team

Closing a Period In Quickbook Advance

Hi Vruti:smiling_face_with_smiling_eyes:, Can we just get a little more information about what section are you referring to with the close date? Are you referring to the accounting period close day or the payroll for example?

vruti jivan
Level 3

Closing a Period In Quickbook Advance

Hi Emma, 

Apologies,

I am referring to closing the accounting period close day.

 

Vruti

GeorgiaC
QuickBooks Team

Closing a Period In Quickbook Advance

Hi Vruti, 

 

Thanks for getting back to us - you can pre-set the date to close the accounting period by going to the Cog Wheel > Account & Settings > Advanced > Accounting > Close the books and switch on. Here you can enter a closing date and opt to allow transactions to be entered before this date after viewing a warning or entering a password. :smiling_face_with_smiling_eyes:

vruti jivan
Level 3

Closing a Period In Quickbook Advance

Thanks Georgia,

 

So each month I would need to update this field? 

Ashleigh1
QuickBooks Team

Closing a Period In Quickbook Advance

Hello Vruti, 

 

Yes you would need to update this feild if you need to close the book after each month. 

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