how do I lock the month so that noone will post in that month. It is not our year end.


Hi Edwards,

Go to the Edit menu and click Preferences.

In the Preferences window, click Accounting in the list on the left.

Click the Company Preferences tab.

In the Closing Date section, click the Set Date/Password button.

Select a Closing Date through which you want your books to be closed. Typical closing dates are the end of the prior month, quarter, or year. Discuss this with your accountant for specific guidance.

(Optional) If you want to exclude non-posting transactions from closing date restrictions, select Exclude estimates, sales orders and purchase orders from closing date restrictions.

(Optional, but recommended) Enter a password in both the Closing Date Password and Confirm Password fields to limit access to the closed accounting period.

Click OK.

Hope it will be useful for you.

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krish , Sr Vice President

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