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QuickBooks: Resolving an Account Period Closed Error

Josh Muniz
  • Updated

What causes this error?

The "Account Period Closed" error occurs when a transaction date is outside of the current open accounting period.

 

There are two variations of this error:

  1. "The account period has closed. Transaction is before book closing date."

    1. This error occurs when attempting to create a new entity in QuickBooks with a date prior to the current open accounting period.

  2. "The account period is closed and the account books cannot be updated..."

    1. This error occurs when attempting to update an existing entity in QuickBooks that was created during a previous, closed accounting period.

How do I resolve this error?

There are two approaches to resolving this error, and both apply to either of the error reasons listed above.

 

A. Open the account period in QuickBooks and re-sync the failed sync records

 

The most efficient method to sync failed records and any related records is to temporarily disable the "Close the books" setting in QuickBooks.

 

Steps to open the account period:

  1. Click the cog/settings icon and then select "Account and settings" in the dropdown menu (Note: The settings icon may appear in the top left corner or top right corner depending on your version of QuickBooks.).

     

  2. In the "Account and Settings" view, click "Advanced," delete the "closing date," un-toggle the "Close the books" option, and save the change.

    QBO_close_books.gif

     

Once you have made this update to your QuickBooks settings, navigate back to the Denim QuickBooks dashboard and re-sync the failed sync records.

 

After you have completed the re-sync, you can go back to QuickBooks and repeat the "Close the books" settings in reverse to re-activate the automatic closing of accounting periods.

 

B. Manually update the entries in your QuickBooks

 

If you prefer not to adjust your QuickBooks settings, or do not have access to do so, you can resolve this error by manually updating your QuickBooks with the data from the failed sync record and then mark the record as "skipped."

 

NOTE: If there are any sync records that are dependent on the failed entry that was marked as "skipped", you will also need to manually update your QuickBooks with the data from those sync records. Complete details about each sync record will be provided in the Denim QuickBooks Dashboard.