When using Materio's QuickBooks integration, you may run into the warning message: "This sync was cut off because the books for this period are closed QuickBooks-side."

This warning message means that your QuickBooks account is not accepting updates for the date range in which your transaction occurred. This is referred to as "the books being closed."

When the QuickBooks books are closed for a date range, QuickBooks does not let Materio make any further changes to transactions in that date range. This means that any additional changes you make in Materio will not be correctly reflected in QuickBooks.

Ask your bookkeeper or accountant which option is best for your situation:

Option 1. Temporarily disable the "Close your books" feature in QuickBooks in the advanced accounting settings (Gear icon / Account and settings / Advanced / Accounting). Then, with the books open, redo your changes or make some small additional edit in Materio to trigger another sync. Then, re-close your books in QuickBooks once the changes have been synced.

Option 2. Instead of editing old financial documents from previous reporting periods, create new documents in the current reporting period to record the change. For example, instead of editing an old invoice to reduce the price of an item, leave the old invoice as-is and issue a new credit to your client to reflect the lower price of the item.

There are two main ways to avoid this warning in the future. Work with your accountant or bookkeeper to decide which way is best for your firm.

One way to avoid this warning is to turn OFF the "Close your books" feature on QuickBooks. This is how the majority of our users choose to use QuickBooks. To turn off this feature:

If you are not comfortable leaving your books open indefinitely, consider waiting a bit longer after each financial period before closing the books on that period.

For instance, consider closing the books quarterly or yearly instead of monthly. And, consider giving yourselves more time after each period ends to find and fix mistakes from that period before logging into QuickBooks to officially close the books on that period.