Close a Month for Ledger
Before you close, make sure you process the month's reports. Also, if posting is required, you must post all transactions for the month before closing it.
- On the Transactions tab, click .
- Click Close Month for Ledger.
- To continue the Close Month process, click Yes.
- To complete the process, click OK.
After you close a month, transactions from that month cannot be modified. To change a transaction from a closed period, you must void the transaction, which creates a reversing entry in the current month.