From the Home page screen
- Click the Company gear in the upper right of your Home screen
- Choose Company Settings from the dropdown
- Click Advanced on the left
- Click in the Accounting section (it’s at the top of the page)
- Check the box for Close the books
- Enter a Closing date
- They offer 2 selections from the dropdown selector
a) Allow changes after viewing a warning
b) Allow changes after viewing a warning and entering password
- Select One based on your accounting security need. Selection with password will protect more since password is assigned here by the admin.
- Click Save
- Click Done
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