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rdeguzman-medsol
Level 1

How do i perform a month-end close?

Hi - this is very helpful.  So, if I want to close the books monthly, I need to do the process and simply change the closing date? Thanks.

Giovann_G
Moderator

How do i perform a month-end close?

Hello, rdeguzman-medsol.

 

I can see you've posted a similar concern about monthly closing your books in QuickBooks Online.

 

One of my colleagues already posted her answer. Please check the details on this link: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/can-i-do-a-monthly-close-in....

 

Do you need financial reports? Check out this link for more insights: QBO Reports.

 

You're always welcome to post again if you have further questions or concerns. We're always here to help.

mnamtaylormd
Level 1

How do i perform a month-end close?

All QuickBooks Online has gear icon, it is located in the upper right corner and looks like a gear, see the attachment.

 
 

 

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