Month-end tasks Table of Contents

Performing month-end tasks

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

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

To purge journal entries

Reconciling accounts
To reconcile an account

To reconcile an account for the first time using BusinessBasics

Reconcling using statements downloaded from the Internet
To match an unmatched statement transaction with an uncleared recorded transaction

To record an unmatched statement transaction as a new transaction and automatically clear it

Adjusting budgets
To change a budgeted amount

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