Items Receipts to Bills

US QuickBooks Enterprise Solutions : 8.0: Manufacturing and Wholesale

One of my clients asked me the following question: We have Items Receipts dated January and need to flip them to a bill. Quick Books will not let us complete this process due to the transaction affecting a closed period. We do not want to be opening and closing the periods and we do not want the password know by everyone. We need to have the capability to switch items receipts and change credit memos between customer’s different sites. The changes we will make do not affect P&L or the balance sheet.

Is there a way for them to do this without having to give out the password for the closed period?

Hi Kristin – I am an expert QuickBooks consultant having consulted with many QuickBooks clients for many years on complex issues.

If your client is using QuickBooks Enterprise Solutions, there is a procedure that will allow you to restrict changes to past periods but allow changing item receipts to bills, change purchase orders, and change sales orders. The process is a little more involved than I can answer on this forum but involves adjusting the permissions for each user and transaction type.

If this answers your question, please mark it as solved or answered. If not, please reply to give me some additional details and I’ll try and help further.

Selwyn D. van Rooyen
Intuit Solution Provider
Advanced Certified QuickBooks ProAdvisor
http://WynConsulting.com

Selwyn van Rooyen, MBA
Expert Accounting Software Consultant
Advanced Certified Intuit QuickBooks Advisor
President & Chief Consultant at Wyn Solutions, Inc.
http://wynsolutions.com