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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.

For more information about month-end tasks, see Month-end tasks.

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To lock periods

On the Settings menu, click Business details.

The Business Details window appears.
Select the Lock my data up to and including option.
In the box below, select a date.

This places a temporary lock on the period up to and including the 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 2018 and now want to create a transaction in February 2018—you can unlock the period by deselecting the Lock my data up to and including option.
Click Save.

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To unlock a period, deselect the Lock my data up to and including option and click Save.

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Business details

Entering and editing your business details

End of period tasks

Business reports

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