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May 4, 2021
Question

Hi there, new to QB online, use to QB quantum: my question is :how can I consult an entry made in a previous/closed accounting period

  • May 4, 2021
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1 reply

May 4, 2021

You can run the Exceptions to Closing Date report, roch-labelle-gma.

 

This way, you'll be able to see the entries made after you close your books.

 

Here's how:

 

  1. Select the Reports tab.
  2. In the search field, enter Exceptions to Closing Date and open the report.

 

Once you viewed the data, you can now consult your accountant to ensure the entries are correct.

 

Please see this article for reference: Edit your Closed Books

 

I've also included these article that you may find helpful in managing report:

 

 

Additionally, you can check out this article if you'd like to close your books. This prevents changes to past transactions.: Close your Books in QuickBooks Online.

 

I'm only a post away if you need more help in completing your other tasks in QuickBooks.  It's always my pleasure to help you out again.