Locks
What it means when your accountant locks a period, and what you can still do.
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What it means when your accountant locks a period, and what you can still do.
When your accountant finishes reviewing and closing a period, they lock it. A lock protects the finalized books for that period from being changed - by anyone, including you.
Once a period is locked, you can still:
View all transactions and reports for that period
Upload and attach receipts
Add notes to transactions
You cannot:
Change categories or other transaction details
Split or unsplit transactions
Move transactions between entities
If you need to make a change to a locked period, ask your accountant to unlock it.
Locking a period means your accountant is confident the books for that time are accurate and complete. It prevents accidental changes - like a rule retroactively recategorizing transactions, or a sync pulling in data that shifts the numbers.
It's a sign the work is done, not a restriction on your access.
Reports for locked periods remain accurate and stable. If you pull a P&L for a locked month in the future, the numbers will be the same as when it was locked. This is important for taxes, audits, or any time you need to reference historical financials with confidence.
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Was this helpful?