Close to Next Year. . . Period End Dates

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

When advancing to a new year, you need to enter the period end dates for the new year. The application will automatically choose period end dates for you, but they are only suggestions and can be modified as necessary.

Choose File > Select Period to Process, and then click the Close to Next Year button. The Period End Dates dialog opens automatically and is the first in a series of dialogs that enable you to select settings and options for the new year.

See also: Closing to the next year

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