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vruti jivan
August 6, 2020
Solved

Closing a Period In Quickbook Advance

  • August 6, 2020
  • 1 reply
  • 0 views

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

Best answer by GeorgiaC

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. 😊

1 reply

E
EmmaM
August 6, 2020

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?

V
vruti jivanAuthor
August 6, 2020

Hi Emma, 

Apologies,

I am referring to closing the accounting period close day.

 

Vruti

G
GeorgiaCAnswer
August 6, 2020

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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