Year-end QuickBooks Procedures

Get Ready for Tax Time in 7 Easy Steps
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  • Lectures 10
  • Length 2 hours
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 2/2015 English

Course Description

Avoid headaches this tax season! In this course, Alicia demonstrates 7 easy steps to prepare your QuickBooks data to get ready to hand your records off to your accountant to file taxes. Learn how to reconcile your accounts, spot errors and fix them, adjust inventory, depreciate your assets, analyze your business, close the books, and make a backup copy of your QuickBooks file. This is a recording of a live webinar with business owners just like you.

What are the requirements?

  • This course uses QuickBooks Online, but the procedures are similar for the desktop version of QuickBooks.

What am I going to get from this course?

  • Prepare QuickBooks file for tax filing.
  • Reconcile bank accounts.
  • Spot data entry errors and fix them.
  • Adjust inventory.
  • Use reports to analyze the business.
  • Close the books to ensure accounting data matches tax returns.
  • Make a backup copy of the Quickbooks file.

Who is the target audience?

  • Business owners wanting to learn how to better manage their company's finances.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Get Ready for Tax Time in 7 Easy Steps

Learn how to reconcile your bank accounts so that your QuickBooks data matches your bank statements.

Reconcile Your Bank Accounts: Part 2

Just because your balance matches the bank, it doesn’t mean all the transactions were put in the right places. Learn how to spot data entry errors and make corrections.

Make Sure Your Transactions Are Categorized Properly: Part 2

QuickBooks has inventory reports you can print out to see what you’re supposed to have in stock. Take a physical count and compare the quantities. Then, make an inventory adjustment.


If you have large purchases in your fixed assets, you want to spread out the cost of the items over a few years so that your books don’t have big expense hits one year and nothing the next.


QuickBooks has somewhere between 20 and 100 reports available to you, depending on what version you’re using. Plus, they’re all customizable! Learn how to use reports to see how your business is doing.


Closing the books makes sure that your file matches what you submitted to the IRS. It prevents anyone from accidentally changing historical data.


Even if you have a solid backup strategy, you'll learn how to make a specific backup of your file as a year-end final copy.

14 questions

Answer these questions to confirm that you've wrapped up your business for Year-End, and are ready to use it to file your taxes.

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Instructor Biography

Alicia Katz Pollock, QuickBooks ProAdvisor with a Masters Degree in Teaching

Over 30 years ago, when she was 13, Alicia Katz Pollock received her first computer, an Apple IIc. She immediately designed a database for her father’s dental practice to automatically send postcards to his patients every 6 months to come in for a checkup and cleaning. Her passion for computers grew as she did.

A natural teacher, Alicia earned her Master of Arts in Teaching, but instead of turning to the public schools, she developed computer curricula.

She blends the skills of technology, the art of communication, the patience of a trainer, the wisdom of a business consultant, and the detailed eye of an obsessive-compulsive to bring you the finest in business solutions.

Alicia’s certifications include:

  • QuickBooks Certified User
  • Intuit ProAdvisor
  • Microsoft Certified Trainer
  • Apple Consultants Network
  • Apple Certified Support Professional, 10.5
  • Apple Certified Support Professional, 10.7
  • Apple Certified Support Professional, 10.10
  • Microsoft Certified Application Specialist in Word, Excel, Access, PowerPoint, and Outlook
  • Microsoft Office Specialist, Master Level

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