Accounting periods
Close month-end / year-end. Closed periods are locked from edits.
Open periods
0
Closed periods
0
Year status
0/12 months
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When to close a period
- After you finish reconciling banks for that month (typically by 15th of next month)
- Before exporting financials to your CPA for tax filing
- Before each quarterly tax estimate (Apr/Jun/Sep/Jan 15)