Start a New Fiscal Year—Unreconciled Transactions window

This step of the Start a New Fiscal Year process enables you to select the accounts whose unreconciled journal entries you don’t want to purge.

Field Descriptions

Select (Do Not Purge) column

Click in this column next to each account whose unreconciled journal entries you do not want to purge from your company file. A mark in this column indicates that no unreconciled journal entries will be purged for the account. If you want to select all accounts in the list, click the icon at the top of the column.

tip :  

Typically, you only need to select the accounts that you reconcile, such as banking and credit card accounts.

Account column

This column lists all of your accounts.

Last Reconciled column

This column displays the date each account was last reconciled.

Cancel

If you don’t want to start a new fiscal year, click Cancel.

Continue

If you want to continue with the process of starting a new fiscal year, click Continue.

Tips for this window

Related topics

■	Starting a new fiscal year