Get through year-end

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

0 of 2 done

1
Review the periods
Check the fiscal periods and complete the required close tasks.
- Understand fiscal periods
- Close a month
2
Close a Nonprofit year Nonprofit only
Follow the Nonprofit year-end checks and review the close result.
- Close or reopen a Nonprofit fiscal year

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.