Get through year-end

Review periods, use your edition's year-end close and check the result.

0 of 3 done

1
Review the periods
Check the fiscal periods and complete the required close tasks.
- Understand fiscal periods
- Close a month
2
Close a General year General only
Review the year-end accounts and the close preview before confirming the close.
- Choose year-end accounts
- Close a General fiscal year
3
Review the package General only
Inspect the year-end package and its exports after closing.
- Review and download the General year-end package

Before you start

Review the year's posted activity and period checklists before closing.

Who can do this

Owners or members with the fiscal period and report permissions listed in each guide.

When you're done

Review the result of your close and keep any downloads you need.