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Set, change or remove closing date and closing date password

QuickBooks does not require you to close your books as part of the the year end procedures. However, closing date will allow you to limit the access to the closed accounting period by setting up the closing date password.

Once you set up the closing date password, QuickBooks will require the password every time you try to save any changes that will alter the balance for the accounting period that you closed. This includes adding, editing ore deleting transaction that is within the closed period.

You can set up or change the password anytime. Moreover, if you lost or forgot the password, you can remove the password as long as you are logged in as the ADMIN of the company file.

Detailed instructions

 

  1. From the Edit menu, choose Preferences.
  2. Select Accounting and choose Company Preferences.
  3. At the bottom of the screen, click Set Date/Password.
  4. Select the date when you want to close your books.
  5. Create your closing date password (optional).
  6. Click OK to close the Set Closing Date and Password window.
  7. Click OK to close the Preferences window.
     







 

KB ID# HOW12993
8/25/2016 2:54:51 AM
PPRDQSSWS404 9132 Pro 2016 0f2a43