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ops2
Level 1

How do I reset password in order to change transactions on old invoices?

 
9 Comments 9
MichaelDL
QuickBooks Team

How do I reset password in order to change transactions on old invoices?

Greetings, @ops2.

 

I have just the steps you'll need to reset that password. Please note that only Company or Master Administrator users can edit the Closing date password. See the instructions below to get started:

 

How to Change the Closing Date Password

  1. From QuickBooks Online, click the Gear icon (⚙) and select Account and Settings.
  2. Navigate to the Advanced tab and click the Accounting section to edit it.
  3. Enter a new password in the Closing date field.
  4. Click Save Done.

This information is also available from our detailed guide on changing the closing password.

 

With these steps, you'll have that password changed so you can edit old invoices at will. Please know that you can always reach me here for all of your future QuickBooks needs. Thanks for coming to the Community and have a wonderful rest of your week.

QueenJean
Level 1

How do I reset password in order to change transactions on old invoices?

I am using Desktop Pro - how do I do that, I am not in QB online?

Pabz_L
QuickBooks Team

How do I reset password in order to change transactions on old invoices?

Hello, @QueenJean.

 

Let me show you the steps on how to set or change a closing date password in QuickBooks Desktop.

 

Here’s how:

 

1. In your QuickBooks Desktop, select the Company menu and choose Set Closing Date.

2. Select Set Date/Password.

3. Enter a Closing Date and Closing Date Password.

4. Once done, click OK to close the window.

 

 Here’s an article for additional reading when closing books in QuickBooks Desktop: Close your books in QuickBooks.

 

I'm always around to lend a hand if you have more QuickBooks concerns. Take care and stay safe always.

calconst
Level 2

How do I reset password in order to change transactions on old invoices?

What if you have forgotten  your present password?

 

ZackE
Moderator

How do I reset password in order to change transactions on old invoices?

Thanks for joining this thread, calconst.

 

If you've forgotten your current Closing date password, you can change it to something new from the Account and settings screen. Detailed steps for doing so can be found in MichaelDL's post.

 

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

 

Please feel welcome to send a reply if there's any additional questions. Have a wonderful day!

rachelramos
Level 1

How do I reset password in order to change transactions on old invoices?

I am trying to change a transaction and the dialog box popped up to enter the closing date password but no one in the company knows what the password is.  It was set up by someone who is no longer with the company.  How do we reset it?

rachelramos
Level 1

How do I reset password in order to change transactions on old invoices?

I am using Desktop Pro and we want to reset the closing date password but no one knows the current password. Is there a way to reset it?

RoxanneB
QuickBooks Team

How do I reset password in order to change transactions on old invoices?

Yes, Rachel. It is possible to modify your closing date password at any time, just ensure that you log in as the Administrator in the company file.

 

Here's how:

 

  1. Hit Edit on the top menu.
  2. Choose Preferences.
  3. Choose Accounting and tick Company Preferences.
  4. Click the Set Date/Password button.
  5. Select the Closing Date.
  6. Set the new password in the Closing Date Password field.
  7. Enter the password again in the Confirm Password field.
  8. Press OK.
  9. Once done, close and re-open QuickBooks to save the changes.

 

Attached here is an article on how you can customize reports in QuickBooks Desktop.

 

QuickBooks also creates automatic adjustments about closing your books, refer to this link: Close your books in QuickBooks Desktop

 

 I'll be around if you have further questions about setting up passwords. Take care.

Deity Alpha
Level 6

How do I reset password in order to change transactions on old invoices?

@rachelramos 

Can you access CAMPS and find your license code there?

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