Was this page helpful?
Thank you!

Comments or suggestions?



Enter Email Address (optional)
email

Set, change, or remove a closing date and closing date password

 
You close your books by setting a closing date. You can also limit access to the closed accounting period by setting a closing date password.
 
If you decide to set a password, QuickBooks requires the password to save any changes that would alter balances for the accounting period you have closed. This includes adding, editing, or deleting transactions dated on or before the closing date.
 
Note:  You can set or change the password at any time.  Also, if you lost or forgot the closing date password, then you can remove the password.  But, to perform these functions, you must be logged into the QuickBooks Company File as the ADMIN user. 
Detailed instructions
  1. From the Edit menu, select Preferences.
  2. Click Accounting and then the Company Preferences tab.
  3. In the Closing Date section, click the Set Date/Password button.
  4. In the Date section, select the date through which you want your books to be closed.
  5. (Optional, but recommended) Enter a password in both the Password and Confirm Password fields to limit access to the closed accounting period.  (If you forgot the closing date password, just remove it from this step in the password screen and the confirm password screen, but this only works if you are logged in as admin).
  6. Click OK.








 

If these steps do not resolve the issue, you can read discussions and post messages and questions relating to your issue on the Intuit QuickBooks Community site for free or you can contact a technical support agent for additional guidance. Fees may apply.

KB ID# HOW12993
4/23/2014 2:13:28 AM
QYPPRDQBKSWS07 9102 Pro 2013 3c4972