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QBO Video Courses

Year-End Cleanup for Tax Time Course

Alicia Katz Pollock
Purchase for $39

10 steps for year-end bookkeeping to get ready for taxes: clean up QuickBooks, reconciliation, inventory, depreciation, analyze reports, and close the books.

QBO Taxes Course Description

Tax time approaches! We’ll show you the 10 steps you need to do to get your books ready for your accountant to do your taxes. Not only will you close your books, but we’ll show you how to analyze your business to help it grow next year. Who are your best customers? What are your best sellers? Who owes you money, and who do you owe? We’ll customize your reports and memorize your favorites for future use.


Instructional Level

Beginner through Advanced 

Course Length

2 hours 

Course Credits

2 CPE, Certificate of Completion

Field of Study



Delivery Method

QAS/Self Study




Who should take this QuickBooks Online Taxes class?

  • Business owners and employees who maintain their company’s financial records
  • Bookkeepers and Accountants who wish to brush up on their skills.

What You’ll Learn 

  •   Steps to take at year end to make sure your books are right
  •   Categorizing Expenses
  •   Reconciling bank accounts
  •   Closing out Opening Balance Equity and Owner’s Equity
  •   Depreciation
  •   Running your P&L and Balance Sheet
  •   Taking Inventory
  •   Closing the books
  •   Making backups

For more information regarding concerns, refunds, and program cancellation policies, please visit our Terms of Conditions page.




Here is the course outline:

1. Download the Handout

Download the handout that goes with the course.

pageText Download the handout here

2. Watch the Recordings - QuickBooks Year-End Clean Up

We’ll learn 10 steps for year-end bookkeeping to get ready for taxes including cleaning up QuickBooks, reconciliation, inventory, depreciation, analyzing reports, and closing the books.

pageText Intro - QuickBooks Year End Clean Up
pageText Why Do a Year-End Clean Up?
pageText Accounts Receivable - Open Invoices
pageText Accounts Payable - Open Bills
pageText Confirm Undeposited Funds
pageText Adjust Inventory
pageText Reconcile Properly
pageText Categorize Transactions Properly
pageText Depreciation and Amortization
pageText Resetting Your Equity
pageText Closing Your Books
pageText Making a Backup
pageText Analyze Your Reports
pageText Conclusion

3. Take the Quiz

Take this quiz to demonstrate your mastery of the material. Pass the quiz with an 80% or higher to complete the Course, earn your Certificate, and win points!

quiz Participation Quiz


The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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