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Hi there, @jeff-cragle-pres.
QuickBooks Online (QBO) allows you to edit any transactions at any time. To secure and make sure that there is no editing of transactions on a specific period, you can use the Close the books feature. But this will be applied to all types of transactions. Closing your books means locking everything entered before the closing date.
To do so, please refer to these steps:
For more details, please see this article: Close your books to lock past transactions.
Also, to learn more about what's new in QuickBooks Online: August 2020, please visit our QuickBooks Blog. This page provides details for the latest product updates such as performance center updates, batch creates bank deposits, invoice approval workflow, etc.
Please let me know how it goes. Feel free to post again or leave a reply below should you have additional questions. I'm always here to help. Have a good one.
Good day, jeff-cragle-pres.
If the bills and bill payments are yet to be imported into QuickBooks, I'd suggest contacting Transactions Pro to help you finalize the transactions you just edited. However, if they're already in QuickBooks and you edited it from there, just click Save or Save and close on the Bill or Pay bill page.
To help you keep track of your bills and bill payments in QuickBooks Online, you can refer to these articles:
Feel free to contact me if there's anything else that you need help with. You take care!
Define "finalize". You have to import the Bill data first Then you are able to import the Bill Payment data.
RefNumber | APAccount | Vendor | PrintOnCheckName | TxnDate | DueDate | SalesTerm | Location | AddressLine1 | AddressLine2 | AddressLine3 | AddressLine4 | AddressCity | AddressState | AddressPostalCode | AddressCountry | PrivateNote | Currency | ExchangeRate | ExpenseAccount | ExpenseDesc | ExpenseAmount | ExpenseBillableStatus | ExpenseBillableEntity | ExpenseClass | LineItem | LineDesc | LineQty | LineUnitPrice | LineAmount | LineBillableStatus | LineBillableEntity | LineClass |
101 | Staples | 01/10/2020 | 15/11/2020 | 100 Houston Street | Suite 2000 | San Diego | CA | 12345 | Internal Use | Office Supplies | For Anne | 25.1 | ||||||||||||||||||||
101 | Staples | 01/10/2020 | 15/11/2020 | 100 Houston Street | Suite 2000 | San Diego | CA | 12345 | Internal Use | Telephone | Phone Cards | 50.25 | ||||||||||||||||||||
185 | Green's Taxi Service | 01/10/2020 | Net 30 | 1 Main Street | San Diego | CA | 12345 | Transportation | 125.13 |
|
RefNumber | APAccount | Vendor | TxnDate | Bank or CC Account | PrivateNote | Currency | ExchangeRate | ToBePrinted | BillApplyTo | LineAmount |
2001 | Staples | 01/11/2020 | Checking | Bill Payment | N | 101 | 375.53 | |||
3454 | Green's Taxi Service | 01/11/2020 | Checking | Bill Payment | N | 185 | 125.13 | |||
321901 | Federal Express | 01/11/2020 | Checking | Bill Payment | N | 201 | 264.07 |
https:// transactionpro.grsm.io/qbo
Everything seems to have come in ok. I see the bill, the bill payment, and the check is in the checkbook transactions. What concerns me is that I can edit the amount on either the bill or the bill payment. Am I missing a step that says this transaction is complete and can't be edited
Hi there, @jeff-cragle-pres.
QuickBooks Online (QBO) allows you to edit any transactions at any time. To secure and make sure that there is no editing of transactions on a specific period, you can use the Close the books feature. But this will be applied to all types of transactions. Closing your books means locking everything entered before the closing date.
To do so, please refer to these steps:
For more details, please see this article: Close your books to lock past transactions.
Also, to learn more about what's new in QuickBooks Online: August 2020, please visit our QuickBooks Blog. This page provides details for the latest product updates such as performance center updates, batch creates bank deposits, invoice approval workflow, etc.
Please let me know how it goes. Feel free to post again or leave a reply below should you have additional questions. I'm always here to help. Have a good one.
Hi jeff-cragle-pres, once you edit the information on the preview page before importing you can readily import it. Please do a test Import and see if it works. Glad to assist you.
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