Closing Date - Count My Bucks

Q: What is Closing Date?

Lock prior-period books so nothing gets edited by accident.

Q: How do I use Closing Date?

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.

Who it's for

Bookkeepers and accountants protecting a closed period

Key benefits

Prevents accidental edits to a closed period
Standard safeguard before filing taxes or handing off to an accountant
Can be moved forward as new periods close

Overview

Closing Date locks the books as of a chosen date, so no one can accidentally edit or delete a transaction from a period that has already been reviewed, filed, or handed to an accountant.

Read the full documentation for Closing Date ->

Related features

See how Closing Date fits into a plan on pricing, or how Count My Bucks compares to QuickBooks.