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Kareo Help Center

Closing the Books

Updated: 07/17/2020
Views: 2227

Set a closing the books date for the practice to prevent changes to financial transactions dated prior to the closing date.

Important Note: Setting a new closing date is irreversible and once the date is moved forward, it cannot be moved backward.

Set Closing the Books Date

  1. Click Settings > Options > Closing the Books. The Edit Closing the Books Options window opens.
  2. Click to select the "Closing the Books" checkbox. The warning message, Last Closing Date and New Closing Date displays.
  3. Enter the New Closing Date through which the books are closed.
    Important Note: Setting a new closing date is irreversible and once the date is moved forward, it cannot be moved backward.
  4. Click Save. The New Closing Date is set.
Desktop_Options_ClosingtheBooks.png

 

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