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nathan-hall-sd
Level 1

I am receiving pop-up message over and over again in many different screens saying a transaction is "before" the closing date. What gives?

Why would I care that a transaction is before a closing date (I set it at 12/31/18?)
2 Comments 2
HoneyLynn_G
QuickBooks Team

I am receiving pop-up message over and over again in many different screens saying a transaction is "before" the closing date. What gives?

Hi there, @nathan-hall-sd.

 

Thank you for visiting us today. I can share some information about the pop-up message when creating a transaction before the closing date.

 

Close the Books feature allows you to keep track and prevent other users from making any changes to the prior accounting period.

 

Once this is turned on, transactions dated on or before the set date will receive a pop-up message. This is to notify you that the transaction will affect your account balances. 

 

That should be enough information to answer your question.

 

Don't hesitate to add a comment if you have additional questions. I'd be happy to help. Remember I'm here cheering for your continued success.

qbteachmt
Level 15

I am receiving pop-up message over and over again in many different screens saying a transaction is "before" the closing date. What gives?

You would not set the Closing until you are done making entries in that date period. Typically, the year isn't closed until the taxes are done and the year end adjustments and allowances are all entered. You set it into the Future. That would be your error.

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