 Quickbook Question (by plenty [MO]) May 18, 2026 11:37 AM
 (by GKARL [PA]) May 18, 2026 12:27 PM
(by Ray-N-Pa [PA]) May 18, 2026 2:54 PM
(by Pmh [TX]) May 18, 2026 3:26 PM
(by Bonanza [NC]) May 18, 2026 5:06 PM
(by Taylor [TX]) May 18, 2026 5:26 PM
(by Taylor [TX]) May 18, 2026 5:26 PM
(by WMH [NC]) May 18, 2026 6:14 PM
(by Ray-N-Pa [PA]) May 19, 2026 3:01 PM
(by plenty [MO]) May 19, 2026 3:35 PM
(by T [IN]) May 24, 2026 2:36 PM
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Quickbook Question (by plenty [MO]) May 18, 2026 11:37 AM
Message:
Any QB users set a closing date? this locks your past transactions to prevent you or your team from accidentally altering, deleting or adding entries? I have not done this and just discovered it's an option, I'm wondering if there is any negative reasons to do this? it can be unlocked so I'm guessing not so much a reason not to ... ? any feedback?
--172.59.xxx.xxx |
Quickbook Question (by GKARL [PA]) May 18, 2026 12:27 PM
Message:
I don't do it any longer, but when I had a staff I did. I mainly use it myself now and I know not to make entries against a prior period. --23.28.x.xxx |
Quickbook Question (by Ray-N-Pa [PA]) May 18, 2026 2:54 PM
Message:
Our QB backs up every time we shut them down. I wasn't sure you could do it --174.131.xxx.xxx |
Quickbook Question (by Pmh [TX]) May 18, 2026 3:26 PM
Message:
you should do once you have decided to close a period. --146.75.xxx.xxx |
Quickbook Question (by Bonanza [NC]) May 18, 2026 5:06 PM
Message:
I do not. But it’s just me that messes with quick books --65.188.xxx.xx |
Quickbook Question (by Taylor [TX]) May 18, 2026 5:26 PM
Message:
I use Xero (competitor to QB). I absolutely set a close / lock date. Has saved me multiple times. I only lock once the tax returns are filed that used the locked data. --107.204.x.xxx |
Quickbook Question (by Taylor [TX]) May 18, 2026 5:26 PM
Message:
I use Xero (competitor to QB). I absolutely set a close / lock date. Has saved me multiple times. I only lock once the tax returns are filed that used the locked data. --107.204.x.xxx |
Quickbook Question (by WMH [NC]) May 18, 2026 6:14 PM
Message:
I use Quicken not Quickbooks but same idea: I close out a year completely and start a new file per year every year. Although it's a bit of a pain trying to compare year over year at just a glance, I can do it by using reports - and I do not have to worry about overwriting last year's data. Plus my file size stays reasonable and less prone to data corruption in general. --73.216.xxx.xxx |
Quickbook Question (by Ray-N-Pa [PA]) May 19, 2026 3:01 PM
Message:
Can't you back up to a thumb drive after saving it to the hard drive? --174.131.xxx.xxx |
Quickbook Question (by plenty [MO]) May 19, 2026 3:35 PM
Message:
Yes, i've been backing up and filing away a thumb drive every year with taxes but I have not "locked" down every year . I have never set a closing date for previous years. I suppose I should be doing that, there are not multi users, just me, still learning! QUick Books is a Journey!!! --172.59.xxx.xxx |
Quickbook Question (by T [IN]) May 24, 2026 2:36 PM
Message:
TAYLOR - How are you liking Xero? I have QB 2017 and my accountant isn't liking me anymore. I have heard nothing but nightmares on QB online. Seems expensive too. --170.203.xxx.xxx |
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