Peachtree End of Year Closing
Procedures
Below are the steps
necessary to close your 2009 Peachtree data year.
In order to enter new data
with a 2011 date, this must be done.
If you need assistance with
this procedure, please call Dave to schedule that time.
- Once 2009 is “closed,”
it can no longer be edited.
- “Closed” is not
“purged.” Closed 2009 data can still be used in reports.
- Close all open
Purchase Orders and Sales Orders from 2009 or change the date to
2010.
- Make a backup of your
company data.
- Run Data Verification
(from the File menu).
- Run Internal
Accounting Review (v 2006 or higher).
- Archive current
company (from the File menu).
- Begin Close
(Task/System/Year-end Wizard).
- Select Next on all
screens until the close begins. If you get the screen below,
you can run Lists or Reports to identify and correct any
warnings.
- The closing process
can take a very long period of time if the size of your data is
large and your computer is slow. Schedule this accordingly.
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