How to Close Financial Year in 2026 – Video

Transcript

Step 1: Open App & Go to Utilities
Open the Vyapar app, go to the left-side menu, scroll down to “Utilities”, and click on “Close Financial Year”.

Step 2: Click Close Financial Year
Clicking this option opens the feature that helps you close your current financial data and move to the new year.

Step 3: Set Invoice Prefix (Optional)
You can set or change the invoice prefix, so your new invoices follow a proper numbering format for the new financial year.

Step 4: Click Start Fresh
Click on “Start Fresh” to begin closing your old data and preparing the system for a new financial year.

Step 5: Select Date & Save Backup
Choose the closing date (usually 31 March) and download the backup file to keep your old data safe.

Step 6: Restart & Start New Year
Restart the app; your old transactions will be cleared, while balances and stock will carry forward for the new year.

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