"Quick" Chats w/Kitty: Closing Your Books for Year End

Regular check-ins and support are the foundation of a positive experience when using QuickBooks Online. It is more important than ever to have continuous conversations and to discuss challenges specific to your experience. This monthly call provides a platform to do just that. These sessions are designed to cover specific QuickBooks topics, but to also allow time for your specific questions.

All classes are done live via Zoom and will be held on the 2nd Tuesday of each month. Login information will be provided with your ticket purchase.

There are several steps needed to accurately close your books for year end and ready for taxes including ensuring transactions are categorized, journal entries are made, and reconciliations are done. And now it’s time to close your book for the year end, ensuring everything stays the way you want it to. It also prevents any accidental changes that could affect your financial reports.

 We’ll spend this hour walking through all the steps to closing your books for the year. We’ll also provide a checklist that will help you as you begin to close your books in QBO.