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January 29, 2022
Question

Where will I find the PIN to change transactions in closed years?

  • January 29, 2022
  • 1 reply
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1 reply

MaryLandT
January 30, 2022

Let me help you find the password (PIN) for the closed book, ELM tree.

 

The password was created when you close your books. Only the master admin of the account can create the information.

 

If you can't remember the password, just enter a new password and confirm it. Here's how:

 

  1. Sign in to QuickBooks Online as a primary admin or company admin. Only admins can make these changes.
  2. Go to Settings ⚙ and select Accounts and Settings.
  3. Select the Advanced tab.
  4. Click Edit ✎ in the Accounting section.
  5. Enter a new password and confirm it.
  6. Select Save and then Done.
  7. Once done, you can go ahead and modify a transaction.

 

You can run an Exceptions to Closing Date report to see any changes made after you close your books. Here's how:

 

  1. Select the Reports tab.
  2. In the search field, enter Exceptions to Closing Date and open the report.

 

I'm adding this link for more details about this process: Close your books in QuickBooks Online.

 

Please get back to me if there's anything else you need about finding the PINs so you change a transaction. I'll be right here to guide you.