Step 14. Back up Accounts Payable data (2024)
Back up the Accounts Payable (AP0) and Government Reporting (GR0) databases before you continue. A general rule of thumb is to always back up the database BEFORE running routines that modify or delete transactions.
Do I really need a backup? Yes! It’s a smart idea to back up data before it’s too late. You can create a backup strategy that suits the needs of your organization. You’re IS/IT administrator can help you put a backup strategy in place.
Webinar: Create a backup of Accounts Payable
How do I back up the Accounts Payable (AP0) and Government Reporting (GR0) database?
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Accounts Payable Year-end Checklist Quick Start
This section is for those of you who have completed the year-end steps checklist before or for those of you who want a really short summary of the steps that you're about to complete. If you open the PDF on your computer, you'll find a short ...
Step 0. Before you get started (2025)
Before you begin the Accounts Payable Year-end Checklist, you’ll need to perform these tasks. You should complete these steps in the order listed below. You will be converting, reviewing, and correcting 1099 vendor information to prepare it to print ...
Step 13. Change current year (2024)
The next step is to change the current year in the Accounts Payable application to the new tax year. Do this... 1. Open Connect Accounts Payable > Organization > Organization. 2. Use the Current Year box to enter the new tax year. 3. Click Save ...
Step 18. Run Delete History (Optional) (2024)
This step is optional. Deleting history will delete all transactions entered and paid prior to the years of the history that will be kept. How many years of history am I keeping? The number of years of history that will not be deleted from the ...
Step 12. Create electronic 1099 file (2024)
Depending on the size of your organization, you may need to file electronically with the state and federal government. Webinar: Create electronic 1099s <br> How many information returns are you filing at your ...