Overview:
Encountering this error indicating a failed attempt to modify a Sales Receipt with a date on or before the closing date in QuickBooks? This issue arises when there's an established "closing date" in QuickBooks, preventing changes to transactions recorded before that date.
Cause:
In this case, an attempt to modify a Sales Receipt with a date on or before the closing date resulted in the Post to QuickBooks process failure, preventing the order from being posted.
Resolution:
To resolve this issue, either change the closing date in QuickBooks to a later date or modify the Sales Receipt date to a date after the closing date.
Troubleshooting Steps:
Solution 1: Changing Closing Date Preferences
1. IN your QuickBooks, navigate to Company > Preferences.
2. Click on Company and then Closing the Books from the side menu.
3. To disable closing the books, clear the Closing the Books checkbox.
4. Adjust the Closing date box to set a new date to prevent changes.
5. Choose a Closing date warning type:
- Only warn: Users receive a warning message but can proceed with changes.
- Warn and require password: A password is required to proceed with changes.
6. Optionally, change the password by entering a new one in the Password and Confirm password boxes.
7. Click Save.
Solution 2: Adjusting Closing Date Preferences
1. In QuickBooks, go to Edit > Preferences and click Accounting.
2. Under the closing date, click Set Date/Password.
3. Uncheck the Exclude Estimates option.
4. Click OK.