The QuickBooks Online EOFY guide | Accountants and Bookkeepers
by Intuit•8• Updated 6 months ago
This page will guide you through the essential tasks you need to complete to close out the financial year for each of your QuickBooks Online clients. There are two sections:
Section 1: Completing the Books Review workflow
The Books Review tool finds common bookkeeping problems like incomplete transactions and account balances.You can work on transactions with your client directly in QuickBooks, send messages, and upload documents.
The tasks are divided into four tabs, and we recommend following the tabs in order.
Before you start
Under each tab within the books review workflow, you can create your own tasks in the form of Shortcuts. You can use these to set reminders for yourself and your team about critical reports and actions required within each phase, and update the status of each task to ensure you’ve done a thorough review of your client’s books.
We’ve put together a list of the shortcasts/tasks we think should be completed at each stage of the books review process. You’ll find them within each of the following tab breakdowns. |
Section 2: Finalising the Year End
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