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Weekly QuickBooks Tip 8: Closing Date and Password

by Michelle Ferdinandi

A closing date and password can be set in Company Preferences to restrict user access to prior period data. A best practice would be to set a closing date and password at the end of each fiscal year, at a minimum. Once the closing date and password have been set, user access should be reviewed to confirm that it is appropriate.

In order to restrict user access to the closed period, the user must be set up using the Selected areas of QuickBooks option.