Month-end Procedures Table of Contents

Month-end Procedures Overview

Paying payroll taxes
To print the Tax Liabilities Report

Purging information that’s no longer needed
To purge closed invoices

To view purged information using the Sales Journal -- if you purged detail only

To purge closed bills

To view purged information using the Purchases Journal -- if you purged detail only

To purge journal entries

To purge activity slips

To purge business contacts

Reconciling accounts
To reconcile an account

To reconcile an account for the first time using Accounting Plus

Reviewing and adjusting budgets
To print a balance sheet for budget analysis

To review your budget

To change a budgeted amount

Reviewing cash flow
To review cash flow

Reviewing items’ order status
To review your items’ order status

Reviewing your trial balance
To print a trial balance (or general ledger)

To review your trial balance

Closing accounting periods
To close an accounting period

Month-end Procedures Table of Contents