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shirley ryder
Level 1
posted
‎April 04, 2022 11:36 AM
last updated ‎March 06, 2026 5:01 AM

Close Books after each month end

Hi

I am using QuickBooks on line and report my management accounts each month.

My year end is Dec but I would like to close / lock prior months as soon as I finish my monthly reporting so that no one can accidentally go back and change earlier month.

For example I want to lock everything before 31 March 2022.

I am just afraid that if I close the books that QB might clear down my P&L for Jan, Feb, March to reserves which don't want to happen.

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1 Comment 1
GlinetteC
Moderator
Moderator
‎April 04, 2022 04:40 PM

Close Books after each month end

Hello there, shirley ryder.

 

Closing your books help ensure any accidental changes that could affect financial reports. Note that you can close your books monthly and can update them monthly. Here's an article you can check for more details about this: Close your books in QuickBooks Online.

 

I'm also adding this link about changing your closing date and password for your reference: Edit your closed books.

 

Keep me posted on the results in the comment section below. I want to ensure everything is working well for you.

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