Closing Date
Lock prior-period books so nothing gets edited by accident.
How to use it
Open a company's Closing Date setting from Manage Companies, set the date, and save. Attempts to edit a transaction on or before that date will be blocked.
Configuration
Requires owner-level access to the company.
Details
| Menu location | Companies menu, Manage Companies, then a company's Closing Date link. |
| Who uses it | Bookkeepers and accountants protecting a closed period |
| Prerequisites | Manage Companies |
Related pages
See which plan includes Closing Date on pricing, or how Count My Bucks compares to QuickBooks.