After you’ve completed your month-end tasks, you should lock that period. This will prevent anyone from inadvertently creating, editing or deleting transactions in a period in which you don’t want transactions to be modified.
On the Settings menu, click Business details. Image Added The Business Details window appears.
Select the Lock my data up to and including option.
In the box below, select a date. Image Added This places a temporary lock on the period up to and including the
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date you selected. If you need to create, edit or delete a transaction in a locked period at a later time—for example, you locked the period from March
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2018 and now want to create a transaction in February
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2018—you can unlock the period by deselecting the Lock my data up to and including option.
Click Save.
UI Text Box
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medium
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note
To unlock a period, deselect the Lock my data up to and including option and click Save.