Before doing so, I recommend consulting your accountant for further guidance on what categories are best to use, etc. This way, you can ensure your records are correct.
You can invite your accountant to your company in just a few clicks. Let me guide you how:
Click the Gear icon, and then choose Accountant.
Input the accountant's email, and then click Send invitation when you're ready.
After your accountant accepts it, they can help you manage your records or entries.
If you don't have one, you can use our Find an Accountant tool to look for a ProAdvisor. They're independent QuickBooks-certified accounting professionals who can provide insights about your business.