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Troubleshooting: Quickbooks
What to do if you see the message “the account period has closed”
What to do if you see the message “the account period has closed”
Angela avatar
Written by Angela
Updated over a week ago

The cause:

One or more Pleo expenses have a date that falls within a closed accounting period.

There are two alternative solutions:

  • If the affected expense is a Pocket expense, you can manually change the date in Pleo so that it falls within an open accounting period.

  • If the affected expense is a card expense, open the closed accounting period in Quickbooks:

    1. Go to "Account and Settings".

    2. Click "Advanced Settings".

    3. Un-tick the box that says "Closing the books".

    4. Click "Save".

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