Hello @MichelleAcct,
In QuickBooks Desktop, closing your books is just a few movements and clicks. Let me walk you through the steps on how to accomplish this.
- Go to Edit.
- Select Preferences.
- Click Accounting.
- Under Company Preferences, move your mouse pointer to the CLOSING DATE section.
- Select Set Date/Password.
- Choose the needed information and enter them accordingly.
- Click OK twice.
In the same manner, here's an article you can read to learn more about closing your books: Close your books in QuickBooks Desktop.
On top of that, I've also included this reference helpful with the resources needed in understanding your business's financial status: Create and manage reports in QuickBooks Desktop.
Keep in touch if you need any more assistance with this, or there's something else I can do for you. I've got your back. Take care and stay safe!
