QuickBooks: Preparing Your Books for Year-End

Organizing and correcting your files BEFORE year-end will allow you to provide your CPA with the most accurate data. Spending time now on cleaning up your files will save time and money later during completion of your tax return.

Bring your own laptop with QuickBooks installed and apply what you learn to your own data file.

Topics include:

• Reconciling
• Clean up un-cleared transactions
• Adjust loans for interest
• Clean up A/R and A/P
• Cash & Accrual reports – What to look for
• End of Year payroll issues, 1099 preparation
• Credit card cycle ending mid – month
• External Accountant user
• Best way to share file with CPA