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JS Anita
Level 2

New Fiscal Year To Do List? What needs to be done for a new fiscal year? Payments, etc?

 
6 Comments 6
Trish_T
QuickBooks Team

New Fiscal Year To Do List? What needs to be done for a new fiscal year? Payments, etc?

Hello JS Anita, 

 

Welcome to Community!  As the end of the year approaches, there are certain tasks in QuickBooks that you need to complete in preparation for the new year.  There are several steps involved in preparing for the tax season and the new year.  I would be happy to provide more information, so you're on the road to success with your QuickBooks goals!

 

Year end tasks include, but are not limited to areas such as, reconciling your accounts, clearing outstanding balances, paying bills, or filing your tax return, just to name a few.  To learn more about closing out your current year and prepare for the new year in QuickBooks, click here.

 

Should you require additional assistance, please don't hesitate to contact us outside of this forum.  It would be our pleasure to work with you directly and assist you with the process in real-time.

 

Feel free to reach back out with other questions.  We would be glad to help!

 

Steve B2
Level 1

New Fiscal Year To Do List? What needs to be done for a new fiscal year? Payments, etc?

Hey @JS Anita

 

In such case, I'd suggest you to Directly Contact QB Help Desk at (Spam number).

 

Thanks

Turf

 

JS Anita
Level 2

New Fiscal Year To Do List? What needs to be done for a new fiscal year? Payments, etc?

Thank you very much Trish_T

JS Anita
Level 2

New Fiscal Year To Do List? What needs to be done for a new fiscal year? Payments, etc?

Thank you very much Steve B2

Trish_T
QuickBooks Team

New Fiscal Year To Do List? What needs to be done for a new fiscal year? Payments, etc?

You're very welcome JS Anita!

 

In addition, I would like to advise you, to please be careful when you notice phone numbers being posted to connect with QuickBooks Support. QuickBooks Support team members are easily recognizable, and contact information can be found here. If you notice suspicious activity, you can report it by selecting the three dots to the right of the post, then select "Report Inappropriate Content" from the dropdown menu.

 

Touch base with us any time you have questions or concerns.  We are always happy to assist!

 

4Gal
Level 10

New Fiscal Year To Do List? What needs to be done for a new fiscal year? Payments, etc?

@JS Anita 

Don't call Contact QB Help Desk at 8O O. Scam

 

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