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.



Perlinger Consulting, Inc., is a firm that provides QuickBooks® Consulting and Training services to small to medium sized businesses in a variety of industries. It is owned and operated by Glenn Perlinger, a QuickBooks® Certified ProAdvisor. Glenn has a Bachelor of Science Degree in Computer Information Systems Management from Colorado Christian University.

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