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4/24/23, 2:16 PM Set a Closing Date and Password in QuickBooks Desktop/Online
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How to Set a Closing Date and

Password in QuickBooks Desktop For
Windows and MAC?
As the new -year begins; QuickBooks users choose to close their books.
However, it is not necessary to close the […]
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A
s the new -year begins; QuickBooks users choose to close their books.
However, it is not necessary to close the book at the end of every fiscal year
however doing so will prevent the user from accidental modifications that may
affect the report in the future. Additionally, QuickBooks Desktop
(https://www.dancingnumbers.com/quickbooks-desktop-2022/) gives the access
zendesk chat
to the users to set the closing date and password since any amendments to the
previous books needs the password. Learn how to Set a Closing Date and Password
in QuickBooks Desktop For Windows and MAC.
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If it is required, Users can make the changes in the closing date or closing date
password. We will assist our users in case if they do not have any idea about how to
change closing date password in QuickBooks.
This article guides our users about how to change closing date password in
QuickBooks Online and Desktop for both Windows and Mac users.
Table of Contents
How to Terminate the Changes to Past Books in

QuickBooks Desktop by making use of a Closing
Date and Password.
When a new year starts, we recommend our user to close the books in QuickBooks
Desktop. If the user does not require doing this at the end of a calendar year, closing
the books at the end of the year will stop any random changes which will affect the 
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reports. (tel:+18005960806)
What is the Definition of Closing Date, and How

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does the user Set It?PRICING (HTTPS://WWW.DANCINGNUMBERS.COM/PRICING/)

Date which shows all over onSERVICES
which the
 books have been closed is termed as Closing
BLOG (HTTPS://WWW.DANCINGNUMBERS.COM/BLOG/)
Date. Usually, books are examined closed after they have been judged,
+1-800-596-0806 all adjusting
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entries have been made, and reporting has been completed to investors, lenders, or
tax authorities.
It’s used to save data from inadvertent modification by making it crucial – but not
impossible – for the user to change or delete transactions on or prior to the closing
date. Contrary other accounting systems which require the user to shut the books
and make it impossible to add, change, or delete transactions in closed periods,
QuickBooks offers the flexibility for the users to restrict access to periods users or their
accountant have determined are closed and to later remove which access
restriction, a process commonly called “re-opening the books”.
It’s important to understand that setting a Closing Date does not result in recording
the transactions; QuickBooks automatically makes certain adjustments, like as
increasing the Retained Earnings account by the amount of the prior year’s net
income on the first day of the fiscal year. The Closing Date is just an access limitation.
Users can control how strict that restriction is by whether user Set a Closing Date
Password (https://quickbooks.intuit.com/learn-support/en-us/help-
article/close-books/set-change-closing-date-closing-date-
password/L2uKHmMhZ_US_en_US).
For setting the Closing Date, hit on the Accounting sub-menu of Edit->Preferences.
Then, menu selection and select the Company Preferences tab. Now you will be able
to see the current Closing Date, if there is any as mentioned in the below screenshot.
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Click on the Set Date/Password button to spot the Set Closing Date & Password
Window as shown in the below given screenshot.
Like many functions in QuickBooks, there are multiple ways to get to this similar point.
The Company–>Set-up the Closing Date. Menu choice will take the user to the
window to make this setting. User can also hit on the Company–>Set Up Users and
Passwords–>Set Up Users. Menu selection following by hitting on the Closing Date
button as mentioned in the below screenshot.
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With Either Method, Users will End up at the Set Closing

Date & Password Window
Users can set or amend the Closing Date and the Closing Date Password on this
window. If the user attempts to put the transaction along with a date on or prior to
the Closing Date, QuickBooks will show either a warning or a confirmation window,
depending on whether user set a Closing Date Password. If the user sets a Closing
Date Password, he/she will be required to first correctly enter it to record the
transaction.
Below is the screenshot of the warning which user will come across while attempting
to Record a Transaction (https://www.dancingnumbers.com/record-accounts-
payable-transactions-quickbooks/) dated on or prior to the Closing Date if the user
does not enter a Closing Date Password:
User will still be able to record the transaction by hitting yes. The access limitation is
clearly pushing an additional step.
Here’s the more strict limitation user will see while attempting to record a transaction
dated on or prior to the Closing Date if user enters a password:
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Users are required to enter the password correctly to record the entry, so the access
limitation is higher.
QuickBooks Administrator or a user with external Accountant privileges who have the
right to set QuickBooks preferences, it is impossible for users in absence of those
giant advantage to first get rid of the Closing Date or amend the Closing Date
Password to bypass the access limitation. This insures that, when combined with user
limitations, the Closing Date limitations are effective.
In QuickBooks Desktop, user can set a closing date and password. This way, any
changes to the past books will require a password. Here’s how.
Kindly know that user is required to sign in as the admin to edit or remove the date &
password.
How to Amend Closing Date in QuickBooks

Desktop For Windows?
To amend the closing date in QuickBooks accounting software, users are required to
get into the account as an administrator. Only a user with admin rights can have the
access to amend or edit the closing date and password.
If the users are using QuickBooks Desktop on a Windows computer, it is effortless to

amend the closing date. Users need to navigate to the Company menu, after that
click on the Set Closing Date option, and now choose the Set Date/Password, and
finally press the OK button.
For comprehensive instructions, users are required to adhere the following steps:
On a Windows system user are required to navigate to the “QuickBooks 

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Desktop“. (tel:+18005960806)
Then, Navigate to the “Company”

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Once you are there in the FREE TRIAL (HTTPS://WWW.DANCINGNUMBERS.COM/FREE-TRIAL/)
Company menu, now click on the “Set Closing Date”
option. PRICING (HTTPS://WWW.DANCINGNUMBERS.COM/PRICING/)
SUPPORT
At this point, Users are required (HTTPS://WWW.DANCINGNUMBERS.COM/SUPPORT/)
to select the “Set Date/Password” option.
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SERVICES
Later, In the “Closing Date“, You areBLOG (HTTPS://WWW.DANCINGNUMBERS.COM/BLOG/)
required to write the appropriate date.
+1-800-596-0806 (TEL:+18005960806)
In the same way, Users can add the password in the “Closing Date Password“.
Once all the above steps are done, Hit on the “OK” button to save the details.
Users might get the notification while cancelling the check which has an expense
account type or date of the entry prior to the date of closing. At this point, users can
hit on the Yes button. Doing so, QuickBooks will start creating the two Journal Entries.
This will balance the accounts which are affected by the checks.
Kindly know that this is important to know that this should be noted that creating the
Journal Entry in QuickBooks (https://www.dancingnumbers.com/edit-delete-a-
journal-entry-in-quickbooks/) is optional. However, users can cancel the check if
needed.
How to Amend Closing Date in QuickBooks

Desktop For MAC?
QuickBooks for Mac lets the user set or amend the closing date or closing date
password. The procedure of QuickBooks amends the closing date requires the user to
go through the Company section. From here, users can hit on the Users and
Passwords option. Here, users can hit on the Set Closing Date, write the Closing Date
or Closing date Password and save the features.
To learn how to amend closing date password in QuickBooks for Mac, users can
check out the step-by-step guide:
Login to the “QuickBooks for Mac

(https://www.dancingnumbers.com/quickbooks-desktop-mac-plus-2022/)“.
Go to the “Company” menu.
Once you reached to the company menu now you are required to switch to the
“Users and Passwords” button.
At this stage you are required to hit on the “Set Closing Date” option from the 
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“Users and Passwords” section.
Here, Users can amend

HOME the closing date in the “Closing Date” option.
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FREE
Here at this stage, Write the TRIAL (HTTPS://WWW.DANCINGNUMBERS.COM/FREE-TRIAL/)
password in the “Closing Date Password”
substitute. PRICING (HTTPS://WWW.DANCINGNUMBERS.COM/PRICING/)
To save details, Do not forgetSUPPORT (HTTPS://WWW.DANCINGNUMBERS.COM/SUPPORT/)

to hit on the “OK” button.

Post performing these given steps, users can shut the Users and Passwords
+1-800-596-0806 window,
(TEL:+18005960806)
Hence forward, users can use the date and password which they have updated
newly.
How to amend the Closing Date Password in

QuickBooks Online?
Here we will provide you the detailed steps for how to amend the closing date
password in QuickBooks Online (https://www.dancingnumbers.com/convert-
quickbooks-online-to-quickbooks-desktop/). However, Please be ensure that you
have logged in into the QuickBooks account as a company or primary administrator.
Only a user with administrator access has the rights to make the changes in the
closing date and closing date password.
Hit on the “Settings” menu in QuickBooks Online.

Here, move to the “Company Settings“.
Click on the “Advanced” tab.
Select the “Edit” button in the “Accounting” section.
Now, Edit the closing date.
You are required to enter the new closing date password if you wish to edit the
password.
Post confirmation of the password, Users are required to hit on the “Save”
button and after that hit the “Done” option.
This is how user can amend the closing date and closing date password in
QuickBooks Online very easily. Users can run the Exception to closing date report if
they wish to track the changes made after closing the books. This report will help to
view all the changes which they have made post the closing of the accounting
books.
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To get the amendments,HOME

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can go to the Report tab. Post this, Users are required
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FREE TRIAL search option. Here, Users can open the
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How to Change Your

SERVICESClosing Date and Password 
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in QuickBooks?
A majority of QuickBooks users shut their accounting books when the New Year starts.
But, QuickBooks does not request you to shut the accounting book at the very end of
the Fiscal Year (https://www.dancingnumbers.com/how-to-set-fiscal-year-in-
quickbooks/). However, if it is closed, it will assist you to avert accidental changes.
In order to prevent mistakes, you can restrict the user access to the closed
accounting period by including a closing date along with a closing date password.
After the QuickBooks closing date password is set, any changes needed in the old
books will need the password.
In order to get more significant insights on how to edit closing date passwords in
QuickBooks, keep reading this article. In this article, We will also talk about how to
delete the closing password in QuickBooks Desktop when you do not need the
password anymore.
How to Change Your Closing Date and Password in

QuickBooks Desktop?
When a new year starts, We suggest you close the books in QuickBooks Desktop. Even
though when you do not require to do it at the end of a fiscal year, When you close
your books at the end of a year it will limit any sudden changes that can impact your
reports.
In QuickBooks Desktop (https://www.dancingnumbers.com/what-is-quickbooks/),

You can fix a closing date and password with the following steps. In this manner, any
edits to your previous books will need a password.
Note: It is necessary to sign in as the admin to change or remove the date and
password.
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In QuickBooks Desktop for Windows Set a Closing Date and

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From the Provided CompanySUPPORT (HTTPS://WWW.DANCINGNUMBERS.COM/SUPPORT/)

Menu, Choose Set Closing Date

Choose Set Date/Password
+1-800-596-0806 (TEL:+18005960806)
Add a Closing Date along with a Closing Date Password
Choose OK to Shut the screen
If a closing date and password is set, a notification comes up when a check that has
been voided has:
An Expense Kind of Account

A Transaction Date prior to the Closing Date
Choose Yes in order to Enable QuickBooks to Prepare 2 Journal Entries for the user. As
a result, It balances the accounts impacted by the check.
Note: Preparing a Journal Entry is an optional thing. If required, It is Possible to

Void the Check.
In QuickBooks Desktop for Mac, Set a Closing Date and

Password
Navigate to the Company Menu. Choose Users and Passwords.

From the Users and Passwords, Choose Set Closing Date.
Add a Closing Date and Closing Date Password.
Press OK in Order to Close the Screen.
Close the Users and Passwords Screen.
How to Edit Closing Date Password in

QuickBooks Online?
If you forgot the password for some reason or wish to edit the closing date in
QuickBooks Online, it is possible to do it with some easy steps and a few clicks. All you

need to do is to change the information. For example, To edit the closing date or
+1-800-596-0806 (tel:+18005960806)
closing date password, You

HOMEcan navigate via the Company Settings from
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Here are the detailed steps on how to edit the closing date password in QuickBooks
Online. But, Ensure that you have logged
SERVICES
 in to your QuickBooks accounts as a primary
administrator or company administrator. This is because a user who has admin
+1-800-596-0806 (TEL:+18005960806)
rights can change the closing date along with the closing date password.
In QuickBooks Online, Press on the Settings Menu.

Now Navigate to the option, Company Settings.
Press on the Advanced Tab.
Select the Edit button from the provided Accounting Section.
Now Change the Closing Date.
In case you wish to Edit the Password, Add the New Closing Date Password.
Once the Password is Confirmed, You can press the Save Button.
Finally, You can Press the Done Button.
In this manner, You can edit the closing date very smoothly along with the closing
date password in your particular QuickBooks Online. If you want to monitor the
changes done once the books are closed, it is possible to run the Exception to Closing
Date Report. In this report, It will show all the edits that you have done once the books
are closed.
Note: In order to Locate the Changes, You can Press the Report tab. Post that,
include the Exceptions to Closing Date in the provided search field. Now, It is
possible to open the report to witness the changes.
How to Delete Closing Date Password in

QuickBooks Desktop?
Setting the closing date along with the password prevents any type of sudden and
unforeseen changes, However, You may require to delete it in the future.
Here are the steps to remove the close date password in QuickBooks Desktop:

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Navigate to the Accounting (tel:+18005960806)
Menu.
Now open the Particular Preferences tab.



Move to the Company Preferences option.
PRICINGDate.
Here you will get the Present Closing (HTTPS://WWW.DANCINGNUMBERS.COM/PRICING/)
Choose the Button for Set Date or Password. It will open the Window for Set
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Now you can Delete the Date from the Field for the Closing Date.
Click the OK Button and Save the Changes.
Note: Just because the user or admin with privilege can fix the QuickBooks
preferences, other users cannot remove the password or closing date without
any additional privileges.
If you wish to avoid any kind of changes to the QuickBooks account past books, it is
recommended to use the password or closing date. If needed, you can alter the
closing date along with the closing date password by changing the details from the
particular Company Section. Those users who lack a good idea about it can take
assistance from this article.
In this article, we have talked about how to alter the closing date in QuickBooks
Online and Desktop on Mac and Windows.
We have tried to update the maximum information for you. However, if you still face
any challenges you can always reach out to the Dancing Numbers
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Frequently Asked Questions

Why do You need to Set a Close Date in the Accounting
Preferences?
It locks your particular books that prevent others to change your accounting data
prior to the closing date. It is a crucial step when you see the last year’s financial
data. Closing your books makes sure everything stays as they are.
What is a Closing Entry in QuickBooks?

Closing entries are such entries that are created at the end of a particular financial
year to shift the balance to Retained Earnings from the Income and Expense account.
The objective is to remove the Income and Expenses account completely and then
include the net income of the fiscal year in Retained Earnings.
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How and What all can I Export in Dancing Numbers?
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4/24/23, 2:16 PM Set a Closing Date and Password in QuickBooks Desktop/Online

How to Set a Closing Date and

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An Expense Kind of Account

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How to Edit Closing Date Password in

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