Description
A step-by-step month-end close checklist for QuickBooks Online: bank feeds, invoices, bills, reconciliations, clean-up and reports, with progress tracking.
What’s inside:
- 24 close tasks in order, grouped by area, each linked to the matching course tutorial
- Owner, status and date-done columns with automatic progress percentage
- Tasks marked N/A drop out of the count
- 12-month log to see which months are closed and reconciled
- Filled-in example file and a printable PDF
Files: An editable .xlsx spreadsheet, a filled-in example file and a printable PDF, in one ZIP file. Works in Excel and Google Sheets (also opens in LibreOffice).
Nothing is locked. Edit, rename and adapt every part to fit your business.
Goes with the course: QuickBooks Mastery for Small Business ($149). The course teaches the steps; this template gives you a ready-made place to do them.
Save with a pack: this template is part of the Money and Numbers Template Pack and the All Templates Pack.
Instant download after purchase, with 30 days to download. For use in your own business or job. Please do not resell or share the files.
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