This is the checklist you will use for the closing End of Month process. To know which tasks will apply to your company, you will need to sign up for the End of Month classes that are available on our training calendar.
Below, you can download the End of Month Task Checklist sheet.
To download:
If using Excel,
Click the button below to download a copy of the End of Month Task Checklist.
Select File ▶️ Download ▶️ Excel. Make sure to Save when filling out and when finished.
If using Google Sheets,
Click the button below to make a copy of the End of Month Task Checklist.
You will be prompted to sign in to your Google account.
Once you are signed in, you will be prompted to Copy Document. Select Make a Copy and the End of Month Task Checklist will open in Google Sheets.
Edit as needed.