Thank you for reaching out with your question about matching receipts to transactions after closing the books in QuickBooks Online (QBO), @jgrove1. I’m here to provide clarity and assistance.
In QBO, closing a period signifies that the accounting cycle for that time frame is complete and the transactions are locked to ensure data accuracy.
If you need to match a receipt to a transaction within a closed period, the books will be temporarily reopened. This process should be handled delicately to preserve the integrity of your financial records.
Here's a step-by-step process:
- Go to Gear icon, then select Account and Settings.
- Pick the Advanced tab.
- Choose Edit ✎ in the Accounting section.
- Change the Closing date.
After making the necessary changes, remember to re-close the books to secure your data once more.
Additionally, I've added this handy article to help you track your business in QBO: Run reports in QuickBooks Online.
I hope this information helps you manage the matching of receipts to transactions in QBO. If you have any more questions or need further assistance through this process, please feel free to reach out. I’m here to help. Have a great day and take care!
