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I have semi closed out my old year in order to enter new years entries. Now my accountant has completed adjusting entries and in trying to enter them in old year he has a new category he wants me to enter. Your program doesn't allow me to make new categories. What should I do?
Hello Ron! There is no simple way to do this but it is possible. Here are the steps to follow
Step 1. Make the adjustment entries you can in the old year data file.without having to add the new accounts
Step 2. Create the new accounts in the new fiscal year and do the adjustment entries using the first date of the fiscal year.
Step 3. Finalize the year end.
Step 4. Go back to your prior year's file and add the new accounts and make the adjustment entries.
Once you upgrade to the 2013 version of the software, this will become a non-issue. The 2013 version is a multi-year data base so if you need to go back, you will be able to add the accounts you want and continue on with your new fiscal year.
I hope this helps, if you have any questions don't hesitate to get a hold of us
Thank you.