Managing dates correctly in Digits keeps your books clean and your workflows smooth. Here’s what to know about Cutover Dates, Close Dates, and the Period Selector.
Cutover Date
Your cutover date marks the transition point when your client’s books move into Digits. From this date forward, Digits is the system of record and begins ingesting live transaction data.
During onboarding, Digits pulls historical transactions from QuickBooks up to the cutover date. After that, the QBO connection is archived—no further updates will sync.
For more info on migrating from Quickbooks or another source, see Adding/Removing Clients.
Anything dated before the cutover is considered read-only. You’ll set this date during signup. While it can’t be changed, you can review your cutover date anytime:
- Head to my.digits.com and log in.
- Click Settings in the left menu.
- Select Accounting.
- View the selected date.
Close Date
Purpose of a Close Date
Setting a close date restricts new transactions from entering the system. Closed periods are marked with a ? icon, while open periods have a ✏️ icon.
What Close Date Allows
Editing transactions, with warnings in place
What Close Date Prevents
- Updates from Connect
- CSV uploads
- Client edits on transactions
- Automated matching
Managing Close Dates
- Editing: Hover over a month from Ledger and click Manage Close to adjust the close date.
Time Period
Quickly select common date ranges like months, quarters, or years.
These settings help keep your books tidy and ensure everyone’s on the same page. Let us know if you ever need help!