Looking for an EOM checklist in Reckon

MM_7769277 Member Posts: 115
edited August 2019 in Accounts Hosted
Hi, can anyone point me in the direction of a general checklist for End of Month?


  • glendaveale
    glendaveale Member Posts: 176 ✭✭
    edited January 2017
    I have an excel spreadsheet for each of my clients - currently monthly but could be changed to weekly, quarterly or whatever is required.  I tick off as I complete the task.  I know that some of the younger bookkeepers use computer programs or apps but I am still on the excel wagon.
    Let me know and I can send it over to you to have a look at.