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accountantsdr
Level 1

Accountant Close Books

I'm the accountant for my client using QB Online but I don't have the option to close their books. Why not?  The client knows nothing about closing dates. And if I don't close the period, I can't risk having them make changes to my work.

 

Help please!

4 Comments 4
Rainflurry
Level 13

Accountant Close Books

@accountantsdr 

 

Go to Settings and then select Accounts and Settings.

Select the Advanced tab.

Select Edit n the Accounting section.

Select the Close the books checkbox.

Enter a closing date.

 

accountantsdr
Level 1

Accountant Close Books

I didn't ask how to do it. I already know how, but the option to do so isn't there.

accountantsdr
Level 1

Accountant Close Books

Just FYI --- it appears the client added me as a regular user rather than an accountant which explains why I can't see the closing options. 

Fiat Lux - ASIA
Level 15

Accountant Close Books

@accountantsdr 

Only Primary Admin and Company Admins(s) are allowed to do that. If your client declined to change your profile to Company Admin, ask them to close book by themselves.

https:// quickbooks.intuit.com/learn-support/en-us/help-article/close-books/close-books-quickbooks-online/L59LelyPM_US_en_US

 

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