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Janfromearth1
September 15, 2020
Solved

Can you get a warning when the posting date is a year in the future?

  • September 15, 2020
  • 2 replies
  • 0 views

You can imagine why but I would like for anyone posting to get a warning if the posting date is (for example) over a year in the future.  I don't see this as an option in QBO but thought I would ask. Thanks

Best answer by RenjolynC

I'd like to share some information, Janfromearth1.

 

At this time, the date warning option for the future transaction is only available in QuickBooks Desktop. In QuickBooks Online, you can lock past transactions by closing the books. This is to prevent any changes made to transactions dated earlier than the closing date. 

 

To add a closing date and password, you can follow these steps:

 

  1. Go to the Gear > Account and settings.
  2. On the left panel, click Advanced.
  3. Select the Accounting section, and click the toggle icon to enable Close the books.
  4. Enter a closing date in the field.
  5. Choose Allow changes after viewing a warning or Allow changes after viewing a warning and entering password from the drop-down menu. 
  6. Click Save and then Done.

I've got this sample screenshot for a visual guide:

 

 

Here's an article for more details: Close your books to lock past transactions.

 

We're always available if you have more questions about QuickBooks Online. Take care and stay safe.

2 replies

P
Pete_Mc
September 17, 2020

I'm not sure if it's in the same place, but in QB Desktop:

  • Preferences
  • Accounting
  • Company Preferences Tab
  • Date Warnings
    • Check - Warn if transactions are X days in the past
    • Check - Warn if transactions are X days in the future

Hopefully they're in the same place in QBO

 

    RenjolynC
    RenjolynCAnswer
    September 17, 2020

    I'd like to share some information, Janfromearth1.

     

    At this time, the date warning option for the future transaction is only available in QuickBooks Desktop. In QuickBooks Online, you can lock past transactions by closing the books. This is to prevent any changes made to transactions dated earlier than the closing date. 

     

    To add a closing date and password, you can follow these steps:

     

    1. Go to the Gear > Account and settings.
    2. On the left panel, click Advanced.
    3. Select the Accounting section, and click the toggle icon to enable Close the books.
    4. Enter a closing date in the field.
    5. Choose Allow changes after viewing a warning or Allow changes after viewing a warning and entering password from the drop-down menu. 
    6. Click Save and then Done.

    I've got this sample screenshot for a visual guide:

     

     

    Here's an article for more details: Close your books to lock past transactions.

     

    We're always available if you have more questions about QuickBooks Online. Take care and stay safe.

    P
    Pete_Mc
    September 17, 2020

    Wow....  Thanks @RenjolynC  that's good to know.  Regretfully, once again a basic function that should have been in v01 of QBO was left out. 

     

    @Janfromearth1 regretfully it sounds like there's no solution for your question about future entries.  And I'd like to hope that adding the notice is high on the list of the QBO development team, but it has been years....  So but sure to go into Help and Feedback and voice your request for this basic feature to be added in the next update.

     

    All of you QBO users really are the Beta testers, so you need to voice your opinion  if you want something changed, added or improved.

     

     

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