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To advance the period

  1. On the File menu, click Company Profile.
  2. Click the Dates tab.
  3. In the Current active period box, increase the number by 1. For example, if you are in period 6 now, enter 7 in the Current active period box.

If you receive an error message preventing the month from advancing, it points out work not complete for the current month. Please process the task(s) listed in the message and then advance the period.

Note: It is not necessary to advance the period if you are working in a yearly file. When all the transactions for the current year are posted, it is necessary to do a year end close. How?

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