Warning:

put it in a safe place, click Start a New Fiscal Year.

If you've made a backup copy of your data and have

We're ready to go.



Last Reconciled

Account

⇧

Click next to the account name to check and uncheck it.

AccountEdge will NOT purge UNRECONCILED transactions in any checked account.

Number of Periods in New Fiscal Year:

The Last Month of the New Fiscal Year:

year just completed.

13 to 12 only if you had no transactions in the 13th period for the fiscal

You may change the number of periods from 12 to 13.  You may change from

requirements for a "short year."

If you change the last month, check with your accountant about reporting

You may change the last month and the number of periods of your fiscal year.

New Fiscal Year:

Fiscal Year Just Completed:

Ready?  Let's begin.

cost of sales, expense, other income and other expense accounts.

your retained earnings account and zeroes out the balances of your income,

3.  AccountEdge moves the balance of your current year earnings account to

• Contact Log entries.

• Unreconciled transactions in accounts you reconcile.

• Entries attached to unreimbursed expenses.

• Entries attached to sales or purchase orders, or open invoices and bills.

• Entries made in your NEW fiscal year.

2.  AccountEdge will erase all transaction records, EXCEPT:

monthly totals of the year just completed.

1.  AccountEdge replaces last year's historical monthly totals with the

you continue through the next three windows, here's what's going to happen:

Make sure all entries have been made for the fiscal year about to be closed.  If

data before starting a new fiscal year.

Make a backup copy of your AccountEdge

Start a New Fiscal Year