Free QuickBooks Month-End Close Checklist
Twelve month-end close steps for QuickBooks users, with a progress bar that saves on your device. Free LiveFixPro Bookkeeping checklist, then book a free consult.
Month-end should leave you with reconciled accounts, categorized transactions, and reports you can hand to an owner or advisor without a scramble. When the close slips, the next month starts on shaky ground.
This free QuickBooks Month-End Close Checklist walks through twelve steps. Check items off as you go. Progress saves in your browser on this device so you can come back later. When all twelve are done, you get a short “month closed” confirmation.
QuickBooks® is a registered trademark of Intuit Inc. LiveFixPro is independent and not endorsed by Intuit.
No account and no uploads. This tool sets no cookies and has no analytics of its own. Progress stays in your browser.
The twelve close steps
Reconcile every bank account
Reconcile credit cards
Categorize all uncategorized transactions
Match and attach receipts
Review accounts receivable aging and follow up
Review accounts payable
Record recurring journal entries
Review undeposited funds
Check loan balances against statements
Review profit & loss vs last month for odd swings
Close the period / set closing date
Back up or export reports
Each row includes a one-line tip so the step is clear even if you are closing the file yourself for the first time.
Why a saved checklist beats a sticky note
A sticky note gets lost. A spreadsheet gets a new tab every month. This checklist keeps the same twelve steps in one place and remembers which ones you already finished on this browser and device. That matters when close week gets interrupted by client work and you need to pick up mid-list without rebuilding it.
The progress bar and “X of 12 done” line make the remaining work visible. When all twelve are checked, the tool hides the cleanup/monthly note and shows a short confirmation that the period’s list is complete—still your own work, not a LiveFixPro review of the file.
If month-end keeps slipping
The checklist includes a short note: if month-end keeps slipping, LiveFixPro Bookkeeping offers Monthly Bookkeeping at $499/mo, or a one-time Books Cleanup at $1,999 if months are behind. Those are locked package prices; final scope is confirmed on a free consult.
How to use the checklist
Open the tool on this page.
Work the list in order when you can; order is a guide, not a lock.
Check off each step as you finish it.
Reload the page later—progress should still be there on the same browser and device.
Use Reset when you start a new month.
Book a free consult if you want help catching up or keeping a monthly cadence.
FAQ
What is the QuickBooks Month-End Close Checklist?
It is a free twelve-step checklist for closing the books for the month in QuickBooks, with a progress bar that stores your checks in the browser on this device.
Does my progress sync across phones and computers?
No. Checks stay on this device in the browser. Use the same browser on the same device to continue, or reset when you start a new period elsewhere.
Are the $499/mo and $1,999 prices quotes for my file?
No. They are LiveFixPro Bookkeeping’s locked package prices shown as options when month-end keeps slipping. Final scope is confirmed on a free consult.
Is this the same as the Cleanup Estimator or Scope Wizard?
No. Those tools help plan cleanup effort and scope. This checklist is for the recurring month-end close process once you are working the file.
What should I do if I am several months behind?
Finish what you can with the checklist, then book a free consult. Cleanup at $1,999 fixed or monthly bookkeeping at $499/mo may fit after scope is confirmed.
Close this month with a clear list
Use the checklist above, then book a free consult if you want LiveFixPro Bookkeeping to help with cleanup or monthly close support.
QuickBooks® is a registered trademark of Intuit Inc. LiveFixPro is independent and not endorsed by Intuit.
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Bookkeeping Services FAQs
What are bookkeeping services for small businesses?
Bookkeeping services keep your day-to-day financial records accurate—categorizing transactions, reconciling accounts, and preparing clean books so you can see cash flow and make decisions with confidence.
Who is this for?
U.S. small businesses that want reliable monthly bookkeeping and clear books without hiring a full-time in-house bookkeeper. Deep QuickBooks cleanup is available separately when your books need a catch-up.
What’s included in monthly bookkeeping?
Transaction categorization, bank and credit-card reconciliation, and organized books ready for review.
How is pricing structured?
Monthly Bookkeeping is $499/mo, Support for QuickBooks Users is $149.99/mo, Cleanup for QuickBooks Users is $1,999 fixed one-time, and Catch-up Bookkeeping starts from $799.99 one-time. Final scope is confirmed on a free consultation.
Do you use QuickBooks?
Yes—work is for QuickBooks® users. Cleanup and ongoing bookkeeping can connect to your QuickBooks Online file when that is the right fit. LiveFixPro is independent and not endorsed by Intuit Inc.
How do we get started?
Book a free consultation on our calendar. We’ll confirm scope, access needs, and the right package before work begins: Book a free consultation
Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc. used with permission under the QuickBooks ProAdvisor Agreement.