This page will guide you through the steps you need to take to close out the financial year.
Before you start
Did you know that our QuickBooks Online Digital Assistant can walk you through this process in real-time? Just select the Help icon from anywhere in QuickBooks Online and enter 'What do I need to do for the EOFY?' into the chat box to get started with the Assistant! |
Additionally, if you haven't already done so, invite your accountant to collaborate with you in your QuickBooks Online file! They're helpful for the section 2 of this workflow. Once your accountant accepts the invitation, they will have access to your accounts and can help you through the second section of this process.
If you don’t have one yet, we can help find a ProAdvisor near you to help you through these next few stages!