Use the year-end checklist for QuickBooks Online Accountant

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

Use this tool to reclassify transactions when your client's transactions sit in the wrong accounts or categories. Change or move multiple transactions at the same time to keep their records accurate.

Use Write Off Invoices when your clients have uncollectible accounts from invoices for the year. This tool updates your client's bad debts account. It can also include uncollectible accounts from previous years.

Write off bad debts to keep your client's accounts receivable and net income accurate. 
Note: You can also write off bad debts in QuickBooks Desktop.

Help your clients complete their year-end reconciliations. You can:

• Reconcile their accounts
• Undo past reconciliations to edit prior transactions
• Use QuickBooks Online’s year-end reconciliation tips to confirm each reconciliation

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

Set a default date range for your clients' financial reports. QuickBooks uses this range when you pull data and reports. This simplifies year-end reviews and reconciliations.