QuickBooks Cleanup
Yes, it’s here again: the end of the year. You probably have a lengthy to-do list full of tasks that must be done before December 31. There’s one task—or rather, a series of tasks—that you should definitely add to that list: year-end QuickBooks cleanup. So How to clean up QuickBooks Online and QuickBooks Desktop? Following the guidelines provided here will do three things. It will:
- Ensure that you’ve processed every 2019 transaction (or that you know why you can’t).
- Give you a sense of closure, knowing that you’ve dealt with all your 2019 financial data.
- Allow you to start your 2020 QuickBooks Online cleanup for a better experience.
How to Start QuickBooks cleanup process?
First Things First
Before you start looking at transactions and running reports, check to make sure that your fiscal year is recorded correctly in QuickBooks or else you may need to focus on QuickBooks online cleanup later. Open the Company menu and select My Company. Click the pencil icon in the upper right to open the Company Information window, then click Report Information in the tabs to the left. This window opens
