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Choose a dividing date

When creating an Accountant's Copy, you must choose a dividing date to determine the fiscal period your accountant will work on. Your accountant works on transactions dated on or before the dividing date while you continue to work on transactions after the dividing date. You can view transactions dated on or before the dividing date, but not change them.

It's a good idea to consult with your accountant when choosing a dividing date. Generally, a good choice is a couple of weeks after the last day of the fiscal period, such as the end of the year or the end of a quarter, which would allow your accountant to move transactions between periods.

QuickBooks provides several predefined dates you can use to choose your dividing date: End of Last Month, 2 Weeks Ago, 4 Weeks Ago, and Custom. Click Custom to choose a specific date, such as 01/15/12.

See also

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