Preferences window with Accounting selected.įrom here change over to the Company Preferences tab along the top if we’re not already there. Once signed in to the Admin user, go to Edit and Preferences in the menus. This will open the Preferences window and we will want to make sure we select “ Accounting” along the left. Setting a closing date is a process that only the Admin user of your QuickBooks company file can do. You are still able to see the transactions but are unable to add more transactions before the cut-off date, modify any transactions, or delete any transactions. This can be done for several purposes ranging from sending information out for tax purposes, year end close out procedures, or even auditing purposes. What Is a Closing Date?Ī closing date is a date determined, typically by the accountant, where your books are considered “ closed.” No financial information can be entered or changed that is dated prior to the selected date. Have you ever been working in QuickBooks catching up on entering your past transactions only to have a message show up that won’t let you save the transaction and asks for a password? How about a message that says, “ QuickBooks lets you do this, but it’s not a good idea?” Do you know what these messages mean? We’ll go over some of the basics of these messages so that you can have a better understanding of what they are informing you about. QuickBooks Inventory Tracking to Fishbowl.
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