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Kareo Help Center

Closing the Books

Setting a closing the books date prevents changes to financial transactions dated prior to the closing date.

Caution: When you move a closing date forward, you cannot move it backward.

To set the date for closing the books

  1. Click Settings >Options > Closing the Books.
  2. Click the checkbox on the upper left. This opens a hidden section and allows you to set a specific date for closing the books.
  3. Select the closing date from the drop-down menu.
  4. Click Save.
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