Period-end Tasks Topics List
Month-end Tasks
Performing month-end tasks
Reviewing and printing your trial balance
To print a trial balance (or general ledger)
To review your trial balance
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
Information included on the Cash Flow Worksheet
Reviewing items' order status
To review your items' order status
Purging information that's no longer needed
To purge closed invoices
To view purged sales (only detail was purged)
To purge closed bills
To view purged purchases (only detail was purged)
To purge journal entries
Purging activity slips and purging timesheets
To purge timesheets
To purge activity slips
To purge item movements
To purge contact log entries
Viewing transactions after purging
Reconciling bank accounts
To reconcile an account
To reconcile an account for the first time
To record bank service charges and interest earned
Using the Bank Entry Feature
Reconciling an account for the first time using MYOB AccountEdge
Creating a journal entry for first-time reconciling
Out of balance information -- reconciling accounts
Was the previous reconciliation "fudged"?
To display or print a previously recorded reconciliation report
Using downloaded statements
To use a downloaded statement
To match a transaction
To record an unmatched transaction as new
Paying accrued payroll liabilities
Paying payroll taxes
To print the Tax Liabilities Report
To pay payroll taxes
To pay accrued deductions
To pay accrued employer expenses
Closing accounting periods (Optional)
To close an accounting period (Optional)
Using Filters and Advanced Filters
Using the Selected Period panel
Other month-end procedures
To work on payroll tax forms for various reporting periods
To print payroll tax forms (except W-2 and W-3)
To eFile payroll forms (except W-2 and W-3)
Printing and emailing invoice and activity statements
Reviewing your sales activity
Reviewing purchase activity
Counting inventoried items
To record unrealized gains and losses
Using the Company Data Auditor Assistant
Year-end Tasks
Performing year-end tasks
Closing a fiscal year and starting a new one
To close a fiscal year
How your company file is changed when you Start a New Fiscal Year
Closing a payroll year and starting a new one
To close a payroll year
To set up Forms W-2 and W-3
Editing information on Forms W-2 and W-3
To change information on individual W-2s
To print Forms W-2 and W-3
To eFile Forms W-2 and W-3
To print W-2 forms
To calculate amounts for W-2 boxes 10 through 14
To print Form W-3
Working with 1099 vendors and forms
To set up a 1099 vendor
To enter or change 1099 income amounts
To print 1099 forms
To print Form 1096
Backup, Optimize, Verify
To make a backup
To restore a backup
Optimizing and verifying your company file
To optimize a company file (File menu)
To verify your company file (File menu)