Question

In: Accounting

How would you track any changes to transactions within the closed period of a QuickBooks Online...

How would you track any changes to transactions within the closed period of a QuickBooks Online company?

Solutions

Expert Solution

Only accountants can track changes.

Tracking any changes made after the closing of books

We can use an Exceptions to Closing date report to track any changes made after the closing of books.

  1. Select the Reports tab.
  2. In the search field, enter Exceptions to Closing date and open the report.

To have Quickbooks track information for the Closing date Exception report, first Closing date needs to be set by the accountant and optionally given access to specific users who can add or modify changes to transactions on or before this date. Exceptions, additions and changes are not tracked unless Closing date is set.  


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