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November 4, 2022
Question

Editing Estimates after Closing The Books

  • November 4, 2022
  • 1 reply
  • 0 views

Whenever our accountant closes the books, I am unable to edit any estimates. Is there a setting to allow that?

 

I need to edit estimates sometimes after the books are closed and our accountants do not give me the password. 

1 reply

November 4, 2022

Hey there fvr1,

 

Thanks for reaching out to us here. QuickBooks Online is a great tool able to help keep your books balanced. Getting you the support you need is our number one priority. I would be happy to provide some information.

 

An accountant closes the books to ensure changes aren't made after the year end, to eliminate the possibility of negative outcomes in other areas of your books. In this situation, I recommend reaching out to your accountant to ensure you're on the best course for completing your QuickBooks goals. Otherwise, you can create a new estimate for your customer by following this helpful guide.

 

If you have any other questions, feel free to reach out here.