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Note: Accounting Periods must be created in date order. For example, be sure to create 2012 before creating 2013; create 2018 before creating 2019. Another thing to keep in mind is when a customer wants to bring in history for certain years in past, always go back one more year to add ending balances (For example:  a customer wants full year history from 2017 to 2024, then include 2016 as one whole period from 1/1/2016 to 12/31/2016 as 1 period to import ending balances for 2016).

Pre-Requisites

  1. Companies




Table of Contents



Access the Master module.
 Click Administration.
Click Accounting Period.

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