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Accounting periods: Overview

Close an accounting period to lock changes, review pending transactions, and verify data with trial balances

You can close an accounting period to lock it down and ensure no more changes occur in that period. Zuora even shows you all the unresolved transactions (such as draft invoices) that need your attention before you close your accounting period. You have complete visibility into the data by running trial balances as many times as you want. For information on the process flow and statuses, see these topics: