How do I prevent changes from being made to my organization in Zoho Books?

If the end of the financial year is approaching and you would like to prevent changes from being made to your organization to file taxes, then you can lock your transactions in Zoho Books. To enable transaction locking:

  • Go to the Accountant module from the sidebar and select Transaction Locking.

Transaction Locking

  • Check the Enable Transaction Locking option.
  • Enter the date up to which you would like to enable transaction locking and enter the reason for it.
  • Click Save.

Now, you cannot add, modify or delete transactions until the date that you have specified.

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