One great tool is the QuickBooks Year End Guide. Unknown to many users, QuickBooks provides an interactive checklist of basic essential year-end activities needed to close your books. Access this checklist by selecting “Year-End Guide” on the help menu.
You will now see the following window:
This guide gives you a working checklist of things you should do such as reconciling your bank accounts. You may click on any blue item description for help information. In addition, each item may be checked as completed and your checkmarks may be saved.
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