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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.
To lock periods x
- On the Settings menu, click My business details. The Business Details window appears.
- Select the Lock Periods Up to and including option.
- From the list, select a month.
This places a temporary lock on the period up to and including the month 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 2010 and now want to create a transaction in February 2010—you can unlock the period.