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Chapter 13. Security > Closing Financial Records at Year-End

Closing Financial Records at Year-End

“Closing the books” is an option in QuickBooks, not a requirement. If you want to continue to permit changes to transactions from previous accounting cycles, such as the year just ended or an earlier year, you can ignore the option for setting a closing date. If you want to ensure that your year-end final numbers on your reports remain final, follow the steps in this example to set and protect your company's closing date.

Set the Closing Date

Select Preferences from the Edit menu.

Click the Accounting icon.

Click the Company Preferences tab.

Did You Know?

Shortcut for setting the closing date. If your User List window is already open, just click the Closing Date button and the Preferences window opens to the Accounting Company Preferences screen.


Enter a closing date.

Click the Set Password button.

Enter a password. You are limited to 16 characters, including spaces.

Reenter the password.

Click OK.

Click OK to close the Preferences window.


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