Skip to main content
A
Abd-Elmoity Elsamahy
February 17, 2021
Question

How Closing Fiscal Year?

  • February 17, 2021
  • 1 reply
  • 0 views

Hi every one

I wish good for all

Clould QB team tell me how I can close the year and make the system not accept any changes in the closed year, like now we close 2020 the fiscal year i want close it and don't allow to any one change any transaction in that year.

This is mu inquiry and thanks for all

1 reply

A
AileneA
February 17, 2021

Hello, Abd-Elmoity Elsamahy. 

 

Thank you for reaching out to the Community. I have a method where you can close the books to lock transactions for the past period.  

 

Securing your books is an important step to ensure that everything stays the way you want it to for the prior year. You can follow these steps on how to do it:

 

  1. Go to Edit > Preferences > Accounting.
  2. Choose the Company Preferences tab.
  3. Under Closing date, click the Set Date/Password button.
  4. In the Set Closing Date and Password window, select the Closing Date.
  5. Enter the Date Password, and confirm it.
  6. Click OK once done.  

 

You can also check this article for more information: Close your books in QuickBooks Desktop.  

 

Keep me posted if you have any other questions. I'm always here to help however I can. Have a great day!

Terms & ConditionsAccessibility statement