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QuickBooks Year-End Checklist

To help you plan for closing out your books at the end of year, keep this checklist in mind:


- Reconcile all bank statements

- Record all outstanding transactions in QuickBooks

- Make sure your A/P and A/R are up to date

- Review your expenses and make sure they are categorized correctly

- Double check the mileage reimbursement rate for current year in your QuickBooks

- Verify all employee information is current and accurate

- Collect IRS W9 forms from all independent contractors you have paid this year

- Prepare a budget for next year


Your Quarterly and Year-End Checklist may vary and include additional items that are required for you to accurately manage your books. But these checklists provide a good start for making sure you have an understanding of what the basics are.

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