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QuickBooks Year End “Housekeeping”

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The end of one year/the beginning of the next year is about more than just getting ready to file your taxes, issue W-2’s, and prepare year end payroll tax returns – even though these are important items.

It is the same as when you clean out your file cabinets and pack away all the paperwork for the current/previous year; you should be cleaning out your QuickBooks Lists, making Customers, Jobs, Vendors, Employees and other name items that you no longer use — inactive!

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About Your Host:
Nancy Smyth, Certified QuickBooks ProAdvisor

Nancy Smyth, Sunburst Software Solutions, Inc.
QuickBooks Construction & Payroll Expert


I've been using and supporting QuickBooks products since the early 1990's. I've worked with thousands of contractors, assisting them with QuickBooks setup, Certified Payroll Reporting requirements, AIA Billing and Weighted-Average Overtime.


QuickBooks is a powerful product, but learning how to use it in your construction business can be difficult. I hope you find resources available here to be helpful.

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