The Close Workbench is where the month is closed: the Close checklist, Post Journals, and, for a company on QuickBooks Online, a QuickBooks tab.
The checklist lists every balance sheet account with a balance, each with its method: Schedule, Reconcile, QuickBooks rec, Intercompany or Direct. The method is inferred and can be changed.
Accounts that already agree with their evidence sign themselves off: bank accounts reconciled in QuickBooks Online, receivables and payables that agree with their aging, schedule accounts that agree with their schedule, and intercompany pairs that agree. Each shows why it signed off.
An account whose balance has not moved since the last closed period drops out of the count that needs sign-off; it can still be signed.
Each account moves through Prepared, Reviewed and Signed Off, each stamped with the person and the time. Anyone assigned can mark an account prepared; reviewing and signing off need the CFO or Admin role.
Close a period, lock it (no further posting), or re-open it. Closing a period also closes earlier open ones. Periods closed in QuickBooks Online are closed in Fynease automatically.