Question
Year-end workflows in QuickBooks Online
As year-end approaches, I am curious how others are managing their workflows in QuickBooks Online.
For those actively closing books or preparing reports right now:
• Which steps tend to take the longest?
• Where do you find yourself repeating the same actions?
• Are there any workarounds you rely on more heavily at year-end?
I am especially interested in understanding where time is spent outside of the core accounting work itself.
Appreciate any perspectives from those in the middle of close.