How to Clean Up QuickBooks Online Before Year-End (So You’re Not Scrambling in Tax Season)
December is the best time to clean your books, not panic about them.
If you’re searching “How to get QuickBooks ready for tax season” or “Year-end bookkeeping checklist,” you’re already on the right track. December is the perfect time to clean up your QuickBooks Online, take control of your finances, and set yourself up for a strong start in the new year.
At DBR Bookkeeping, we help service-based business owners—like coaches, consultants, contractors, and creatives—organize their QuickBooks before the ball drops on December 31st.
Why Year-End Cleanup Matters
Avoid tax filing delays and penalties
Maximize your deductions before they expire
Get accurate financial reports for 2024 planning
Start the new year confident, not confused
Remember: Clean books now = less stress later.
5 QuickBooks Cleanup Steps to Take Before December 31st
Step 1: Categorize All Transactions
Make sure all income and expenses are properly labeled. This is how you claim deductions and avoid IRS red flags.
Step 2: Fix Open Invoices & Payments
Close out unpaid invoices or apply payments correctly. Don’t enter 2024 with old issues on your books.
Step 3: Verify Payroll & Sales Tax Data
Ensure your payroll is recorded accurately and sales tax has been reported and paid correctly.
Step 4: Reconcile Bank and Credit Card Accounts
Match your bank and credit card statements with QBO so your balances and reports are accurate.
Step 5: Run Year-End Reports
Generate your Profit & Loss and Balance Sheet to review your final numbers. Spot issues now—before tax season sneaks up.
📘 Don’t Wait Until January—Fix Your Books Now!
Download our FREE QuickBooks Cleanup Guide and get organized before year-end:
👉 https://bit.ly/CleanYourBooks
🎥 Need a visual walkthrough? Watch Dr. Bryan Raya's step-by-step video:
👉 Watch on YouTube
FAQ: Year-End QuickBooks Cleanup
Q: When should I clean up my books for tax season?
Now. December is ideal so you can identify missing info, fix errors, and make tax-smart decisions before the year closes.
Q: Can I still claim deductions if my books are messy?
Only if you catch them before the deadline. Cleaning up now helps you find every legitimate expense.
Q: What if I don’t know where to start?
That’s what we’re here for. Use our guide or reach out for a personalized walkthrough.
🎯 December is your last chance to make the numbers work for you.
Don’t roll into tax season with cluttered books and crossed fingers.
Let’s start Doing Business Right!
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