Audience: Accounting Manager and ERP Admin
Summary: Explains how to adjust the Closing Date in QuickBooks Online.
If a payment fails to sync from MineralTree to QuickBooks Online with the error “Account Period Closed” (visible in the Payment Sync Failures report under the Reports tab), it means the Closing Date in QuickBooks Online is set after the payment date.
Payments dated before the Closing Date cannot sync until the restriction is lifted. This means you need to temporarily lift the Closing Date restriction in QuickBooks Online.
In QuickBooks Online, click the Settings gear, and select Account and Settings.
On the next screen, go to Advanced on the left. View the Closing Date under Accounting.
Note: Payments with dates before the Closing Date will fail to sync from MineralTree to QuickBooks Online. To temporarily suspend the Closing Date function, simply uncheck the box next to "Close the books."
Reach out to Support to have the payments re-synced. After they have synced, you can check this box again.
Please reach out to Customer Support with any questions:
- Phone: 855‑672‑9669
- Email: mtsupport@mineraltree.com