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Level 1

Year End Closing

How do I turn off automatic year end closing in Quickbook Desktop? I want to close out my books manually.

QuickBooks Team

Year End Closing

Hello there, @christinebenke.


I'm here to guide you on how to turn-off the automatic year-end closing of your books in QuickBooks Desktop. This way, you'll be able to manage your account and its transactions manually.


Closing your books in QuickBooks will prevent any accidental changes that'll affect your business reports. The system follows the closing date set in the Company Preferences window. To do it manually, you can remove it and reopens the closed accounting period.

  1. Go to the Edit menu.
  2. Select Preferences.
  3. Choose the Accounting menu.
  4. Select the Company Preferences tab.
  5. In the Closing Date section, click the Set Date/Password button.
  6. Delete the date in the Closing Date field.
  7. Click OK.


Once you're ready, you can close your books. Then, run the Closing Data Exception Report where it lets you view the current and past closing dates and other users who set the closing date.


In case you want to change the closing date or forgot the password you used to lock your books, you can easily edit them by performing the steps in this article: Edit your closed books. It also contains information on how to track any changes made after you close your books.


Please let me know if you have other concerns. I'm just around to help.

Community Champion

Year End Closing

There actually is no year end closing in QB, though I have heard what it does called that.


Instead, all it does is roll prior current earnings into retained earnings on your balance sheet report, at report time.


You can optionally enter your own year end adjustments to shift funds from the default retained earnings account into other equity or other types of accounts.

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