Xtend Bookkeeping is here to assist you in reference to the 2019 Year End Processing Guide.  For specific instructions on Year End GL Closing, please navigate to page 47 in the processing guide for Online Credit Unions or page 56 in the processing guide for Self Processors.  These steps will create the closing journal entry for the income and expense accounts so that the balances go to zero, ready for the New Year 2020.  Xtend Bookkeeping is here to help you ring in the New Year successfully!

Please allow 2-3 business days for Xtend to process your Year End Request. 

Xtend Bookkeeping End of Year Closing Project

Xtend Bookkeeping is offering Year End Processing assistance. Please fill out and submit the form below whether you choose to utilize Xtend or not.
    If yes, please answer the following questions.

    If no, please submit the form as is.
    Must be completed for Xtend to perform the close.
    Note: If you do have pending GL entries that you want to use in 2020, there is an option available to rename the date of the journal in Tool #61.
  • Date Format: MM slash DD slash YYYY
    *This process could take up to 2 business days to be completed. You will receive an email upon completion.