Accounting
Close the books after your year-end
Lock a finished period so nothing in it changes after you've filed or sent it to your accountant.
Once you've filed your taxes, or your accountant has the numbers, close the books so nobody changes that period by accident.
- 1Go to Settings › Advanced (the gear menu › Tools › Close the books).
- 2Tick Close the books and choose the closing date, usually the last day of your fiscal year.
- 3Press Save.
Now nothing dated on or before that date can be added, changed or removed, by anyone on your team. Saving one shows the closing date so you can pick a later date instead.
Need to fix something in a closed period? An owner or admin can move the closing date back (or untick Close the books), make the fix, then close them again.