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Buy nowHi Renee,
I would like to add some more information about closing your books.
In QuickBooks Online (QBO), you cannot directly close a month like you do while closing the year. However, you can achieve a similar outcome by setting a closing date and password. This method restricts any alterations to transactions dated on or before the closing date without the password.
To do this, here's how:
By following these steps, you can close a month in QBO and prevent any modifications to reconciled transactions.
For future reference, here's a great resource to help you close out your current year and prepare for the new year in QuickBooks with your accountant: Year-end guide for QuickBooks Online.
Feel free to post here anytime you have concerns about closing your books in QBO. I will be happy to assist you. Have a good one.