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To perform the year end close

The Year End Close Wizard makes it easier to perform a year end close. The wizard helps you create a new file or continue with the current file in order to keep the history.

Before performing the year end close check that all staff are logged out of the data file.

  1. From the File menu, click Year End Close. The Year End Close Wizard appears. The wizard guides you through the rest of the year end close process.