Closing your books at year-end

As we approach the point when you have entered all the transactions for the year and either export your data into TurboTax or create a portable file and send it to your CPA, you might wonder, “What else should I do in QuickBooks?” You should limit access by setting the closing date and a closing date password to prevent unintended changes to balances for the accounting period you have closed.

Click here for instructions on how to set the closing date.

Category: QuickBooks Tips