Frequently Asked Questions

Question:

What are some of the tasks I need to do before I close my fiscal year?

Answer:

If you're closing your fiscal year, you'll want to make sure your GL is ready.  Here is a list of things you may want to do before closing your fiscal year:
 
1. Complete all transactions for the fiscal year you want to close.
2. Reconcile all G/L accounts for the fiscal year you want to close.
3. Print reports to keep a copy of your accounting information.
4. Audit reports and make adjustments if needed.
5. Run the internal Accounting Review to check for common errors.
6. Make a backup of your company data.
 
 

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