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I am ready to use the new year-end process. I sent my accountant a back-up of my 2013 data as I have done at each year-end. My accountant does not make any changes to the file I send her, rather sends me a hard copy of the adjusting entries I have to make myself. So, is there any point doing the dividing date (accountant's copy) thing? Or do I just add a new fiscal year (no accountant copy) and start entries, and then once I get my adjusting entries from the accountant, make them myself to the old year? If I make an accountant's copy, I wouldn't be able to make adjusting entries myself (before the dividing date) if I am reading the information sheets correctly. What should I do?
Hello Rhonda, since you will be making the adjustments to your file you do not need to create the accountant's copy. You can add a new fiscal year and continue on. Once you get the adjustments from your accountant. You will need to change the fiscal year (go to Setup>Fiscal year) back to the previous make the changes. Once the changes are done, you will need to change your fiscal year back to the new year file. I hope this helps. Let me know if you have any questions. Thanks