Year End

Question asked by Joelle Duchemin 7 years ago

Hello

My year end is October 2017. All my data is entered. Do I need to do anything apart from downloading all my year end reports, before starting entering the new data for the new financial year? And Do I need to create a new period or is it down automatically.

Thanks in advance

Kind regards

Joelle

2 Replies

Hi Joelle,

Apart from running all your reporting, there is not much else you need to do within Clear Books to transition into your next financial year. The accounting period will automatically generate your next period based on the previous.

I hope this helps to clarify, Theo

Sounds too simple!!! Thanks for that.

Have a good day

Joelle

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