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Level 2

Month end closing

Hello, My question is since we have twelve months in a year, I want to close each month. Is there any possibility to close monthly.

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QuickBooks Team

Month end closing

Hi there, @zmaleki51.

 

I hope all is well. You can close your books at the end of every fiscal year or every month. If you choose to close monthly, you can create a closing date and password. This will allow you to set up restricted access for the file, and no changes can be made to your transactions within that month. You'll also want to run the Closing Data Exception report to show all the current and past closing dates and what user closed them. I've included some articles that you'll find helpful in the process:

 

 

Feel free to reach back out to me here if you have any further questions. I'm always here to help.

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