You have me to help you close the books of a specific client, sschuller.
Let's make sure to select your client's company file when closing the books. You can do that by clicking the GO TO QUICKBOOKS drop-down and then select their company.
Afterward, you're good to close their books. I'll show you how:
- From the Gear icon, select Account and settings.
- Go to the Advanced tab.
- Click the pencil (edit) icon in the Accounting section.
- Select Close the books.
- Enter the Closing date.
- Click Save, and then Done.
I've also added these articles for more information when closing the books:
There you have it, sschuller. Feel free to reach us back again if you still need help. keep safe!