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Ami_D
Intuit
Intuit
posted
‎December 16, 2022 08:39 AM
last updated ‎December 16, 2022 10:00 AM

QuickBooks Expert Q&A | Help me prepare for year-end!

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The start of the new year can be a stressful time for any small business owner, with so many big tasks to complete before you can dive into your big goals for the new year.

 

Our Tier 2 support team helps hundreds of small business owners tackle their year-end challenges every year, and this year is no different! Join us here in the QuickBooks Community for a special Q&A session with Tier 2 Expert Kelsey Meeker and ask all of your questions about preparing to close out the year for your business.


Kelsey will be live and available from 9am - 11am PT on Friday December 16, 2022. To post your question, simply respond to this thread and Kelsey will write back as soon as possible!

Here's how:

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3 Comments 3
cody_a
Moderator
Moderator
‎December 16, 2022 10:25 AM

QuickBooks Expert Q&A | Help me prepare for year-end!

I'd love to share a question we see come up in here in the Community quite often: "What reports will I need to make sure I am prepared for year-end, and where do I find them?" 

 

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Ami_D
Intuit
Intuit
‎December 16, 2022 10:54 AM

QuickBooks Expert Q&A | Help me prepare for year-end!

I'd love to take this one, @cody_a!

Reviewing your main financial reports is crucial during year-end to see how much you’ve made, identify any issues, and check for discrepancies. The Profit and Loss report and Balance Sheet are some common reports to review.
 
Follow these steps:
  1. Go to Business overview then select Reports (Take me there), or go to Reports (Take me there).
  2. In the Find report by name field, search for the Profit and Loss report and Balance Sheet. Then review them.
  3. Make sure the Profit for the Year figure matches the balance of the Profit and Loss report.
  4. Check other reports as needed.
 
Our Year-end guide for QuickBooks Online has a lot more on closing out the previous year and preparing for the new one!
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Ami_D
Intuit
Intuit
‎December 16, 2022 11:24 AM

QuickBooks Expert Q&A | Help me prepare for year-end!

This thread is now closed to new replies, but we welcome you to join us 24/7 in the QuickBooks Community! Our experts are available any time to help with preparing for year-end and beyond. 

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