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Task Management

Quarterly Clients

3min

Heads up! Keeper Docs is now deprecated, and this page is not maintained. Please visit Keeper's Help Center at help.keeper.app for the latest docs and guides.

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If you have clients whose books you only do quarterly, you can mark them as Quarterly Clients. Quarterly Clients will only be prompted to start a new close on a a quarterly basis (Q1 in the March close, Q2 in the June close, etc.).

Note

Keeper does not yet support non-calendar fiscal years.

Marking clients as quarterly

You can mark a client as quarterly from the All Client Settings in your gear icon in the top right-hand corner.

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Updated 19 Oct 2023
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