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.
If using Excel,
File → Download → Excel. Make sure to Save when filling out and when finished.
If using Google Sheets,
File → Make A Copy → Select Google Drive Space