What year-end tasks should I be doing?
Year-end tasks include making any year-end entries, archiving last year's data, and gathering information for
your tax forms. The great news for year end is that QuickBooks does not require you to close your
books!
Not closing your books has two major advantages:
- You always have easy access to all your old data, including all transaction details
- You can create comparison reports to compare this year with last year
You can protect the prior year's transactions from accidental change by using a password.
Use the Year End Guide to help you with year end tasks.
QuickBooks Year End Guide will guide you through a checklist of year end tasks.
It will help you wrap up the business year, archive your QuickBooks files, and get ready
for the new year.
To find the Year End Guide, choose Help Index from the Help menu, and then enter "year end guide."
This Decision Tool focuses on Periodic Tasks.
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