Month-End Close in Debits — Complete Training (Step-by-Step)

A complete, step-by-step walkthrough of Month-End Close in Debits — everything accountants and bookkeepers need to run a guided, auditable close, from the first checklist task to reviewer sign-off. In this training you'll learn how to: • Start a close period and read the dashboard at a glance • Work the bookkeeping checklist — complete, reorder, add, and safely remove tasks (deleted tasks are banked and re-addable) • Save and apply checklist templates to standardize every close • Run the automated scan and Approve, Fix, or Exclude flagged transactions • Manage exclusion rules to keep your review queue focused • Track account reconciliations against QuickBooks balances • Analyze period-over-period variances with Flux Analysis and AI commentary • Log follow-ups with due dates and email reminders, and review the full activity audit trail • Assign a bookkeeper and reviewer, configure period settings, and sign off to lock the period Chapters 0:00 Introduction 0:29 Understanding Month-End Close 1:24 Starting a Close Period 2:23 The Bookkeeping Checklist 3:25 Checklist Templates 4:10 Reviewing Flagged Transactions 5:06 Managing Exclusion Rules 5:42 Tracking Reconciliations 6:13 Flux Analysis 6:54 Follow-ups & Activity Log 7:24 Assign, Configure & Sign Off 8:11 Summary & Best Practices 📚 More guides: https://www.debits.com/help-center ▶️ Get started: https://www.debits.com #Debits #MonthEndClose #Bookkeeping #Accounting #AccountingSoftware #BookkeepingTraining #CloseTheBooks #AccountingFirm #QuickBooks #Tutorial