In this video, you will learn how to set a closing date. This will keep you from accidentally modifying data or entering in a previous period of time that you’ve already sent off and filed.


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Do you ever wonder when to set a closing date?

Once you have made the adjustments your tax professional has recommended, you can send in your taxes.  Make sure no one goes in and enters anything in transactions once you’ve sent in your taxes. You will need to set this up to avoid these problems, mistakes, or headaches in the future. Adding a password is a great way to ensure you don’t enter data in a “closed time frame”. 

If you are a QB Desktop User, click here for your version of this tutorial.


0:00 – Intro

0:15 – Setup Closing date (QuickBooks Online)

2:00 – Enter Expense (Example)

2:47 – Report

3:10 – Final Thoughts


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I’d love to hear if this inspired an “aha moment” for you and if you’re ready to set your closing date.

Have a great week!