--- title: Year End Processing; Get Ready For 2015 With Sage 300 ERP 6.x (Accpac) description: We compiled a list of how you can get ready for the 2014 year-end in Sage 300 ERP, like a printable checklist & a live webinar held on December 14, 2014. image: https://www.equationtech.us/hs-fs/hub/41683/file-2219664776.jpg --- [866.436.3530](tel:+8664363530) | [** Customer Portal Login](https://na.myconnectwise.net/support/index.htm?Company=equationtech) [Speak With an Expert](https://www.equationtech.us/speak-with-an-expert) [![Equation Technologies - Sage Business Partner | San Diego](https://www.equationtech.us/hs-fs/hubfs/Redesign_Images/logo.png?width=230&name=logo.png "Equation Technologies - Sage Business Partner | San Diego")](https://www.equationtech.us/) - [Sage Services](https://www.equationtech.us/sage-services) - Products We Support - [Sage 300](https://www.equationtech.us/sage-services/sage-300-cloud) - [Sage Intacct](https://www.equationtech.us/sage-services/sage-intacct/) - [Sage CRM](https://www.equationtech.us/sage-services/sage-crm) - [Sage Payroll](https://www.equationtech.us/sage-services/sage-payroll) - [Sage HCM](https://www.equationtech.us/sage-services/sage-hcm-software) - [Sage FAS](https://www.equationtech.us/sage-services/fixed-assets) - [Sage Intelligence](https://www.equationtech.us/sage-services/sage-intelligence) - [Sage Enterprise Intelligence](https://www.equationtech.us/sage-services/sage-enterprise) - Services We Offer - [Software Selection](https://www.equationtech.us/software-solution-selection) - [Implementation](https://www.equationtech.us/sage-services/erp-implementation) - [Customization](https://www.equationtech.us/sage-services/customization) - [Support](https://www.equationtech.us/sage-services/support) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Sage Cloud](https://www.equationtech.us/sage-services/hosting) - [Upgrades](https://www.equationtech.us/sage-services/upgrades) - [Extend Sage](https://www.equationtech.us/sage-integrations) - [Magento eCommerce](https://www.equationtech.us/sage-integrations#magento) - [ADP](https://www.equationtech.us/en/sage-300-sage-intacct-payroll-powered-by-adp) - [Aloha POS](https://www.equationtech.us/sage-integrations#aloha) - [Salesforce](https://www.equationtech.us/sage-integrations#salesforce) - [TimeClockPlus](https://www.equationtech.us/timeclockplus) - [Other Solutions](https://www.equationtech.us/other-solutions) - Industries - [Distribution](https://www.equationtech.us/distribution-management-software-solution) - [Education Nonprofit](https://www.equationtech.us/education-nonprofit-accounting-software) - [Financial Services](https://www.equationtech.us/financial-services-software) - [Franchise](https://www.equationtech.us/franchise-management-software) - [Healthcare](https://www.equationtech.us/healthcare-finance-software) - [Hospitality](https://www.equationtech.us/hotel-restaurant-accounting-software-solutions) - [Metal Processors & Distributors](https://www.equationtech.us/erp-for-metal-industry-businesses) - [Nonprofit](https://www.equationtech.us/nonprofit-accounting-software) - [Professional Services](https://www.equationtech.us/professional-services-software) - [SaaS & Technology](https://www.equationtech.us/erp-software-for-technology) - [Resources](https://www.equationtech.us/sage-software-resource-library) - [Technology Blog](https://www.equationtech.us/technology-blog) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Online Videos](https://www.equationtech.us/sage-300-erp-accpac-tutorial) - [Case Studies](https://www.equationtech.us/case-studies) - [About](https://www.equationtech.us/about-us) - [Meet The Team](https://www.equationtech.us/management-team) - [Partners](https://www.equationtech.us/partners) - [Careers](https://www.equationtech.us/careers) - [Contact](https://www.equationtech.us/contact) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. # Year End Processing; Get Ready For 2015 With Sage 300 ERP 6.x (Accpac) ![technology blog](https://www.equationtech.us/hs-fs/hub/41683/file-2219664776.jpg) **twitter **linkedin **facebook Sage 300 ERP Year-End Closing There are less than 20 days to prepare for 2015.  Which means it is time to get ready for the 2014 Year End Closing Tasks.  We prepared a short list of  tips and tricks; a printable checklist and a  **webinar scheduled next week on December 17th, 2014 t**o review in detail Year End Closing Procedures in Sage 300 ERP 6.x (Accpac). ![2014_Countdown_Clock](https://www.equationtech.us/hs-fs/hub/41683/file-2219664776.jpg) Tips For a Successful 2014 Year End with **SAGE 300 ERP ** 6.x** (Accpac)** - **BACK UP, BACK UP, BACK UP** and **TEST** your database.  Confirm the data is readable and that the backup was successful befpre performing any Year End Closing tasks.    - **DOUBLE CHECK **your General Ledger settings.   Any fiscal sets and transactions that are older than the number of years noted will be deleted.  This setting can be found in your [General Ledger] >[ Setup Options] - **IMPORT YOUR BUDGET** easily into the General Ledger using an Excel Spreadsheet. - **PREPARE YOUR 1099'S **and print them from the Accounts Payable module. - **WHAT VERSION AND SERVICE PACK ARE YOU USING? **Closing Procedures can vary depending on the version of Sage 300 ERP (Accpac) you’re currently running.   This was writtten for  SAGE 300 ERP 6.X (Accpac), so be sure to check your version number and service pack before starting year end. - **CREATE A NEW FISCAL CALENDAR **before enterting any new transactions for 2015. - **CHECK DATA RETENTION SETTINGS**  Historical data is retained, based on the version you’re running and the settings you’ve configured in each module.  Double check your settings so you don’t lose important data during year end close. [Use_this_checklist_for_a_Successful_Year_End_Close](https://www.equationtech.us/hs-fs/hub/41683/file-2212338783.pdf)     ### Related Articles ##### [Sage 300 & Windows 10 End of Life: What You Need to Know](https://www.equationtech.us/sage-accpac-blog/sage-300-windows-10-end-of-life-what-you-need-to-know) There’s been a lot of conversation lately around Windows 10 end of life and what that means for... ##### [From Start-Up to Quarter Billion – How Sage 300 Scaled Success](https://www.equationtech.us/sage-accpac-blog/from-start-up-to-quarter-billion-how-sage-300-scaled-success) We also have a [video version](https://drive.google.com/file/d/1ssdM9iHt6Wz86A-VDvAER03NdXkAodg9/view?usp=sharing) of this article, where you can hear directly from one of our ERP... ##### [How to Simplify Payroll and Job Costing with Sage 300](https://www.equationtech.us/sage-accpac-blog/how-to-simplify-payroll-and-job-costing-with-sage-300) Getting payroll to play nice with your job costing system is like fitting a square peg into a round... ## Need Help Now? 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