8. End of Period

WHAT YOU’LL LEARN

  • Create Customer Statements and Reconcile Accounts
  • Audit Your Work for Accuracy
  • View, Adjust, and Pay Sales Tax
  • Send Your Books to the Accountant the Easiest Way

You want to be sure everything is accurate and ready for the accountant at the end of the period. Don’t worry, a check list is included in the book. You are guided through each step.

End of Month, Quarter, or Year

At the end of each month, quarter, and year you will need to do the following:

  • Create customer statements

    image See “Create Statement,” page 292.

  • Reconcile accounts

    See “Reconcile Account,” page 295.

  • Verify that account balances are accurate ...

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