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vruti jivan
Aug 6, 2020 2:03 PM UTC
Solved

Closing a Period In Quickbook Advance

Hi,

 

Is there a way to pre-set monthly close date in Quickbook Advance?

or does the close date have to be updated each period?

 

Thanks

Vruti

GeorgiaCAnswer
Aug 6, 2020 4:33 PM UTC

Hi Vruti, 

 

Thanks for getting back to us - you can pre-set the date to close the accounting period by going to the Cog Wheel > Account & Settings > Advanced > Accounting > Close the books and switch on. Here you can enter a closing date and opt to allow transactions to be entered before this date after viewing a warning or entering a password. 😊

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5 replies

EmmaM
Aug 6, 2020 3:57 PM UTC

Hi Vruti😊, Can we just get a little more information about what section are you referring to with the close date? Are you referring to the accounting period close day or the payroll for example?

vruti jivanAuthor
Aug 6, 2020 4:03 PM UTC

Hi Emma, 

Apologies,

I am referring to closing the accounting period close day.

 

Vruti

GeorgiaCAnswer
Aug 6, 2020 4:33 PM UTC

Hi Vruti, 

 

Thanks for getting back to us - you can pre-set the date to close the accounting period by going to the Cog Wheel > Account & Settings > Advanced > Accounting > Close the books and switch on. Here you can enter a closing date and opt to allow transactions to be entered before this date after viewing a warning or entering a password. 😊

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