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andrew-drinkdope
Dec 10, 2020 2:49 PM UTC
Question

When trying to send an edited invoice I am prompted to supply a password. My login password does not work. What password is required?

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3 replies

MaryLurleenM
MaryLurleenM
Dec 10, 2020 4:24 PM UTC

 

Resending an invoice should not require you to enter a password, andrew-drinkdope.

 

Unless your books are already closed. This is why you're asked to enter a password. Remember that the closing of books will protect transactions from being edited without permission or password. Use your closing date password to resend the invoice successfully.

 

If the books are open, I have a few troubleshooting steps you can try to check if this is a cache related issue. Let’s start by logging in to your QuickBooks Online account using a private window. This mode prevents the system from using stored internet history, passwords, or cookies.

 

Here are the shortcut keys for each browser:

  • Ctrl + Shift + N for Google Chrome
  • Ctrl + Shift + P for Internet Explorer or Mozilla Firefox
  • Command + Shift + N for Safari

If you're no longer prompted to enter a password when sending the invoice, clear the cache on the browser you previously used. This enhances the overall performance of the browser and the application. You can also use a different browser.

 

Let me know if there's anything else that I can help with.

andrew-drinkdopeAuthor
Dec 10, 2020 4:51 PM UTC

Thanks so much. Where do I acquire my closing date password?

MaryLurleenM
MaryLurleenM
Dec 10, 2020 5:40 PM UTC

You're welcome, andrew-drinkdope.

 

If you forgot your closing date password, you can just enter a new one. Here's how:

  1. Click the Gear icon.
  2. Select Accounts and Settings.
  3. Select the Advanced tab.
  4. Select Edit in the Accounting section.
  5. Change the closing date. Note: To change your password, just enter a new password and confirm it.
  6. Select Save and then Done.

To track changes made after closing your books, you can run this report:

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

I'll be here if you have more questions.

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