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How to Close the Books in QuickBooks Desktop

You will want to close your past accounting periods to ensure that old invoices from InvoiceASAP don't accidentally update your old accounting periods in your QuickBooks.  This article shows how.

 

STEP 1:  In QuickBooks, click on Edit > Preferences

01-EditPreferences.png

 

STEP 2:  Select Accounting > Company Preferences.  The click on the Set Date/Password button.

02-Accounting.png

 

STEP 3:  Enter the date you want your books closed, set a password and click OK.

03-Date-PW.png

 

STEP 4:  The closing date is set.  No invoices edited prior to this date will sync into your QuickBooks.

04-ItIsClosed.png

 

STEP 5:  If an invoice from the closing date or earlier syncs, you will get a notice to let you know that the period is closed.

05-SyncNotice.png

 

STEP 6:  The sync is successful, even though the invoice did not get updated in QuickBooks.

06-SyncSuccessful.png

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