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April 19, 2023
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Closing date and password per user

  • April 19, 2023
  • 2 replies
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Hi, I am using QuickBooks Enterprise Desktop.

 

Is there a way we can set users permission to edit closed transactions for some time (30 minutes)?

Can each user have their own password for editing closed transactions?

 

Best answer by BigRedConsulting

@elvisrodriguez 

RE: Is there a way we can set users permission to edit closed transactions for some time (30 minutes)?

 

No, there isn't a way to do that.

 

RE: Can each user have their own password for editing closed transactions?

 

No, there is only one password.

 

 

2 replies

April 19, 2023

Thanks for taking the time to reach out to us, Elvis. I'm here to help share some information about setting up the closing date in QuickBooks. 

 

Since QuickBooks Desktop does not require closing books as part of year-end procedures, the option to limit the access is to close the accounting period by setting up a closing date and close date password. As of now, setting up the user's permission to edit closed transactions in QuickBooks isn't available yet. We can't provide each user to have their own password for editing closed transactions, we can set one password. 

 

Once you change the date in QuickBooks, your user can only add bills after the closing date you've set up.  

 

The system follows the closing date set in the Company Preferences window. To do it manually, you can remove and reopen the closed accounting period.

 

  1. Go to the Edit menu.
  2. Select Preferences.
  3. Choose the Accounting menu.
  4. Select the Company Preferences tab.
  5. In the Closing Date section, click the Set Date/Password button.
  6. Delete the date in the Closing Date field.
  7. Hit OK.

 

For additional reference, you can check this article: Set, change, or remove the closing date and closing date password

 

Please know I'm just a post away if you have additional questions about the closing date. Have a good day. 

BigRedConsulting
April 19, 2023

@LollyNino_C 

Your copy/pasted pat answer doesn't even bother to answer the OP's question.

May 6, 2024

Big Red Consulting, thanks for answering user questions with knowledgeable answers. I use QuickBooks Enterprise Contractor 2022 desktop edition. I have a user that has full access to Accounts Receivable and Sales. We set a closing date at the end of March to keep other users from making changes in prior periods. I want to allow this user to be able to enter the password we set up to edit closed transactions but we don't know where to find that in the user menu. Can you help? Currently the error says: You need "Full" access under Edit Closed Transactions to perform this action. 

Thank you!

BigRedConsulting
April 19, 2023

@elvisrodriguez 

RE: Is there a way we can set users permission to edit closed transactions for some time (30 minutes)?

 

No, there isn't a way to do that.

 

RE: Can each user have their own password for editing closed transactions?

 

No, there is only one password.