Making year-end accounting entries

We can help you with your year-end tasks.  We've created a checklist of things you need to consider when closing your books for the year.

Freezing the past year's transactions
Freeze the past year's transactions with a password after all adjustments have been made.  You'll be able to view the earlier transactions as you normally do, but QuickBooks will ask for the password if you try to change them.

Creating two backups labeled for the year
Creating a second backup each year is highly recommended.  Keep one on your premises and one offsite.

Archiving important paperwork
Clearly label all boxes and files and store in a secure location.

This Decision Tool focuses on Periodic Tasks.