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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
Suppose that a client wants to change their fiscal year end date from March 2009 to December 2008 by means of a short year.
- Complete the client's processing to the end of the short year (12/31/08 in this example).
- Run all necessary reports.
- Make a backup of the client's information. Note that this backup should be considered an end-of-year backup.
- Choose File > Select Period to Process and select January 2009.
- Choose File > Client Properties and click the General Ledger tab.
- Click the Change fiscal year end date button.
- Enter 12/31/09 in the New fiscal year end field on the Change fiscal year end date dialog.
- Click the Continue button. This will automatically take you through a year end close to obtain the proper beginning balances for the new year.
- Process the rest of the client's year as usual.
Note: You will not be able to run short-year financial statements or trial balance reports for the previous year. Comparative amounts, however, will be available.
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