Greetings.
I'm here to show you how to close your book in QuickBooks Online.
Once done reviewing your account, enter all outstanding payments, and reconcile your account, close your books to prevent unwanted changes before filing your taxes. It locks your book so that no one can alter your accounting data before the closing date.
Follow these steps below:
- Choose the Gear icon and select Company Settings.
- Choose Advanced.
- In the Accounting section, click on the Edit icon.
- Check the box labeled Close the books.
- Enter a closing date.
- Decide what you want users to see if they try to save a transaction date before the closing date:
- Choose Allow changes after viewing a warning to make a warning message appear.
- Choose Allow changes after viewing a warning and entering a password to require the user to enter a password. Then enter the password in the fields below.
7. Click Save, then Done.
I'm also providing this page for your additional guide about closing a book: Close your books in QuickBooks Online.
Do you have other concern in QuickBooks? Please add them in the Comment section. Have a pleasant day.
