Should the amounts in the QBO EOY trial balance match the EOY trial balance amounts provided by the accountant? Do I create journal entries to make them match?

Hey there Shannonw4,

If your accountant and QuickBooks Online are using the same data, then yes, I would imagine the numbers should line up. It's always best to check in with your accountant when things aren't lining up the way you expect them to. Your accountant may have made some changes to data in their records that you'll need to reflect in your own books. They will be able to let you know how to move forward.

If your accountant isn't already connected to you via QuickBooks, you can invite him or her as an accountant user by going to the My Accountant tab and using feature to send them the request. With this access, they'll be able to see your books and make any necessary changes so that everything lines up the way it needs to for your year-end calculations.

Here are a few links to help you with this.

• Invite or remove an accountant
• Year-end guide and checklist

Have a great week!