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HannahHake
April 5, 2024
Question

QBO Estimate Changes after month end close

  • April 5, 2024
  • 1 reply
  • 0 views

I am an Accountant and have a client in QBO that needs to make changes to estimates. We close the books for our client each month and do not share the password with them to prevent changes to closed accounting data. Is there a way to change the settings so that the client can modify estimates without putting in a password since it is a non-posting transaction?

1 reply

Tori B
Tori B
April 5, 2024

Hey there, @HannahHake.

 

Thanks for taking the time to reach out to the QuickBooks Community. I hope you're having a great day so far. 

 

They can modify the estimate from the closed books since it's a non-posting transaction. Moreover, the system will always ask you to enter a password when trying to edit a transaction to closed books. You can enter the one you created when closing the books. However, if you need to change the password later on, I suggest resetting it so you can enter a new one. Here's how:

 

  1. Sign in to your QuickBooks Online (QBO) account as a master or company admin.
  2. Click the Gear icon, then select Account and Settings.
  3. Select the Advanced menu and go to the Accounting section.
  4. In the Close the books part, choose Allow changes after viewing a warning and entering password from the drop-down.
  5. Enter your new password and confirm it. Then, click Save.

 

Once done, they can now start modifying the estimate from their closed books.

 

Here's an article to learn more about changing the password of your closed books: Edit your closed books.

 

That should do the trick. Please let me know if you have any other questions or concerns I can assist you with. Take care and have a wonderful day! 

 

 

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