QSideKicks Close the Books Checklist

✅ Close the Books Checklist for QuickBooks Online

Simplify your month-end and year-end process with confidence.

The Close the Books Checklist by QSideKick is your step-by-step guide to completing an accurate and efficient financial close in QuickBooks Online. Whether you’re a bookkeeper, business owner, or virtual assistant, this checklist removes the guesswork and gives you a repeatable monthly process to rely on.

Perfect for busy professionals and growing teams, this document ensures that nothing is missed during your monthly or annual financial wrap-up — from reconciliation to reporting to locking the books.

📋 What’s Inside:

• Monthly close workflow: categorized step-by-step
• Year-end checklist: prep for tax season with ease
• Bank & credit card reconciliation best practices
• Reports to run, review, save, and archive
• How to lock the books and prevent backdating
• Includes both financial and operational tasks

🧠 Why You’ll Love It:

• Reduces errors and missed steps
• Supports audit-readiness and clean records
• Ideal for solopreneurs, bookkeepers & finance teams
• Works as a SOP or training tool for staff
• Clean, printable PDF design with QSideKick’s signature layout

📥 Instant Download (PDF) – Use digitally or print it for your workflow binder.

✨ Keep your books clean. Close with confidence. Let QSideKick guide the way.