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  • 1.  quickbooks online

    Silver Most Valuable Member
    Posted 06-25-2019 11:37 AM

    We just started using quickbooks online being pushed into this program by a client. Right now I am, trying to develop a closing date for the client's file to limit them from making changes to prior periods. The instructions from quickbooks only talk about setting a closing date for the end of the year. I need to set a closing date during the year and be able to update this as time went on. This was a simple procedure in quickbooks desktop. I cannot find it in Quickbooks online. Any help out there?



  • 2.  RE: quickbooks online

    Posted 07-21-2019 07:02 AM
    I don't know if anyone responded to this and I know I'm late responding, but thought it worth responding.

    The closing date in QBO works exactly the same ad QB Desktop.  You can set it as often as you want.  If you are an accountant user, you can easily access from the Accountant Toolbox (briefcase in top toolbar) or from the Gear Icon/Account and Settings/Advanced.

    When you set the closing date, it triggers the Exceptions to Closing Date report.

    Hope that helps.
    MB
    MB Raimondi, CPA.CITP

    Advanced Certified QuickBooks ProAdvisor

    Certified:  QB Enterprise; QB Point of Sale, QB Online

    QuickBooks Solution Provider

    ProAdvisor of the Year, 2019




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The opinions expressed are the views of the author alone and should not be attributed to any other individual or entity and shall not constitute an accounting opinion.