Best Practice: Editing an accrual

The best practice depends on the edit you're trying to make.

The two main criteria to consider are:

  • If QuickBooks and/or Accruer are locked, and

  • Your desired outcome

Suggested approaches are covered below, but this is not an exhaustive list.

Once you understand how Accruer handles locked periods, how catch up entries work, and how to write "for the period," you can get creative with your approach.