Use the year-end checklist for QuickBooks Online Accountant

Prep for taxes is a tool in QuickBooks Online Accountant that lets you review a client’s accounts from a single dashboard. After you review your client's accounts, it automatically exports accounts to the proper lines on tax forms.

Your client's transactions may be in the wrong accounts or categories. Use this tool to reclassify transactions and correct your client’s accounts. You can change or move many transactions all at the same time.

Your clients may have uncollectible accounts from invoices for the year. You can write off these invoices in QuickBooks Online. These add to your client's bad debts account. This may also include uncollectible accounts from previous years. 

Write off bad debts to update your client's accounts receivable and net income. 

Note: You can also write off bad debts in QuickBooks Desktop.

Help your clients complete their year-end reconciliations. Here’s how.

• You can reconcile their accounts for them.
• Undo past reconciliations to change your client’s past transactions.
• Make sure your reconciliation is complete. Use the tips for year-end reconciliation in QuickBooks Online.

Note: You can also reconcile your client's accounts in QuickBooks Desktop.

Set default date range to view your clients' financial reports. QuickBooks sets data and reports to this date range. This makes the review of your clients' accounts and transactions less complicated.