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Set a closing date and closing date password

About closing your books at year-end

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 for 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. You can change the password at any time.

To do this task

  1. Open the accounting preferences.

    Opening accounting preferences
  2. Click the Company Preferences tab.

  3. In the Closing Date section, click the Set Date/Password button.

  4. Select a Closing Date through which you want your books to be closed. Typical closing dates are the end of the prior month, quarter, or year. Discuss this with your accountant for specific guidance.

  5. (Optional) If you want to exclude non-posting transactions from closing date restrictions, select Exclude estimates, sales orders and purchase orders from closing date restrictions.

  6. (Optional, but recommended) Enter a password in both the Closing Date Password and Confirm Password fields to limit access to the closed accounting period.

  7. Click OK.

See also

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