Accounting
Closing the books
Lock a period after you've filed taxes or finished a month so it can't change unnoticed.
- 1Go to Settings → Close Books.
- 2Set the closing date — usually the last day of the month or year you've finished.
- 3Optionally set a closing password.
- 4Save.
After that, adding, changing or deleting anything dated on or before the closing date asks for the closing password (or, without a password, asks you to confirm). That includes invoices, bills, payments, bank-feed additions, reconciliation adjustments and imports.