DS127
Level 5

Other questions

Rainflurry is right from an accounting perspective. Once tax returns are complete using the data in QBO, you do NOT want to make any entries to those books, because if you do, the trial balance will no longer match the tax return.  Make any entries using an early January date (of the next year) and be sure to memo.  We always password protect/close the books for our clients to make sure they don't touch those closed books.