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July 14, 2020
Question

Double-check the transaction date This transaction was on or before your company's closing date. Using this date will affect your books. Are you sure you want to save?

  • July 14, 2020
  • 1 reply
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1 reply

July 14, 2020

Hello mitchellvs,

 

I appreciate you reaching out to the Community. QuickBooks is a hassle-free program which allows you to streamline your business while automating most of the manual tasks. I'd be happy to give you a hand with figuring out what's going on. 

 

Based on what you've described, it sounds like you're getting that error when you try to create an invoice. It's important you double-check to make sure your closing date for your books is correct. Here's how: 

  1. Go to Settings ⚙ and then select Accounts and Settings.
  2. Select the Advanced tab.
  3. Select Edit ✎ in the Accounting section.
  4. Select the Close the books checkbox.
  5. Enter a closing date. Give yourself a comfortable deadline. You shouldn't need to edit any transactions before this date. Your new bookkeeping work will start after this point.
  6. Select the Allow changes after viewing a warning and entering a password option from the drop-down menu if you want to require a password before editing your closed books.
  7. Select Save and then Done.

I recommend making sure that you're using the correct date on your invoices. Give this a try and if you have questions, I recommend contacting our support team using this link. Otherwise, feel free to leave a comment below. I'll be on standby.