Turn on closing periods

You can turn on closing periods for your clients to prevent adjustments. It can affect staff in your office, your client's staff, or both.

Select Setup
, then Clients
.

Select the Accounting Information
tab.

You can also make this change for multiple clients at the same time.

Select Edit Multiple Clients
, then mark the Accounting Information
checkbox.

Select Next
.

Mark the checkbox for the clients you want to edit, then select Next
.

Select Finish
.

This article applies to: