AccountEdge

Close your books, adjust settings, and prepare for the new fiscal year.

Year End Procedures

Step-by-step checklist for closing your payroll and fiscal year in the US edition of AccountEdge.

US Year End Procedure

Step-by-step checklist for closing your payroll and fiscal year in the Canadian edition of AccountEdge.

Canada Year End Procedure

How to start a new payroll year in AccountEdge, including what to check before and after.

How to Start a New Payroll Year

How to close your fiscal year in AccountEdge — what happens during the process, what gets purged, and the full step-by-step walkthrough.

How to Start a New Fiscal Year

What to do if the Start a New Fiscal Year process fails, and how to prevent it.

Start a New Fiscal Year Process Fails

What year-end means - country procedures - payroll year - fiscal year - if it fails.

Closing Your Books

Your options for making adjustments after you've already closed a fiscal year.

How to Make Adjustments in a Previous Fiscal Year

What the automatic end-of-year adjustment journal entry is and how AccountEdge creates it.

How to Record Year-End Adjusting Entries

How to change the last month of your fiscal year using AccountEdge's "short year" process.

How to Change Your Fiscal Year-End

There's no limit, but AccountEdge recommends keeping no more than two open for best reporting.

How Many Fiscal Years Can Stay Open?

Year-End Adjustments & Settings

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