Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
N
NMichRocks
March 25, 2024
Question

Setting a Closing Date

  • March 25, 2024
  • 1 reply
  • 2 views

What would prevent the QB Admin user from setting the month end close date?  I am using QB Desktop Enterprise.  I have two company files that I manage.  I recently tried to change the month end close date in the Secondary company from 12/31/23 to 2/29/24 and it would not change.  I did not get any error messages either.  I finally had all other users log out and it worked.  Do I have to have them log out every time I want to to change the date?  I don't recall this being necessary before.  Would there be something else preventing me from changing the close date in the secondary company?

1 reply

A
AnneMariee
March 25, 2024

Thanks for being part of the Community, NMichRocks.

 

I'm here to explain why you can't set the closing date when other users are logged in to your company in QuickBooks Desktop (QBDT).

 

QBDT provides various features and tasks in either single or multi-user mode. One of these features is the closing date setting, which is only available in single-user mode. That's why you couldn't change the closing date when other users were logged in.
 

Here's how to switch between the modes seamlessly:

 

  1. On the top menu, go to File.
  2. Click Switch to Single Mode/Switch to Multi-user Mode.

 

To know more about the differences between the two modes, you can check out this article: Single or multi-user mode in QuickBooks Desktop.

 

For future reference, you may want to take a look at this article on how to ensure that your QuickBooks accounts match your real-life ones: Reconcile workflow.
 

Please feel free to reach out to me if you have any other questions regarding your user modes and closing your books in QBDT. Stay safe!

N
NMichRocksAuthor
March 27, 2024

I thought that might be the case, however, I WAS able to change the date without changing to Single-User Mode.  I just had to make sure the other users were logged out.  Also, in my Primary Company I don't have to be in Single-User Mode to change the Close Date.  It seems like the QB behavior is inconsistent, but yet, I was able to accomplish what I needed, so I am good.

S
Sherrie_FQuickBooks Team
QuickBooks Team
March 27, 2024

Hello there, @NMichRocks!

I appreciate your update in the Community space regarding your concern.

Rest assured that we'll remain committed to providing you with the best possible solution.

You can always count on us if you have any other concerns about using QuickBooks Online Desktop (QBDT). We're always here to assist you at any time. Stay safe.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement