Keeper Docs

⌘K
Keeper Docs Overview
🏁Getting Started
What is Keeper
Getting Started Guide
Security at Keeper
✅Task Management
Client List
Task Inbox
Task Types
Templates Overview
Copying Tasks
Non-QBO Clients
Permissions and Access Controls
Locking Tasks
In-App Chat (Collaboration)
Quarterly Clients
Close Assignees (Preparer / Reviewer)
Close Statuses
Priority Tasks
Gmail Integration
Workflow Management Notifications
đŸ’ŦClient Portal
Overview
Asking Questions
What your client sees
Communicating with your client
🔎File Reviews
Report Basics
Bulk Editing
Transaction Review Reports
Entity Review Reports
Final Review (Financial Statements)
Inter-Company Transfers
Transaction Splitting
Search All Transactions
Canadian Sales Tax (GST / HST)
Prepare 1099s
📈KPIs and Management Reports
Management Reports
The Executive Summary
Custom Columns
Report Templates
Metrics
Locking Reports
đŸ—„ī¸Client Management
Client Properties
Client Details
Client Notes
Files
â˛ī¸Time Tracking
Tracking Time
Time Tracking Reporting
â„šī¸Support and Best Practices
❓Frequently Asked Questions
Pro Tips
New Client Onboardings
Cleanups
What class is this for?
Transactions that need receipts
Bank Statement Requests
Trust Account Reconciliation (IOLTAs)
Misc.
Changelog
Catch up with Keeper Webinars
July 2021 Design Update
Keeper's Sidebar
What is Keeper?
Zapier
Korean dramas we recommend
Docs powered by Archbee
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.

īģŋ

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.

īģŋ

īģŋ

Updated 19 Oct 2023
Did this page help you?
PREVIOUS
In-App Chat (Collaboration)
NEXT
Close Assignees (Preparer / Reviewer)
Docs powered by Archbee
TABLE OF CONTENTS
Note
Marking clients as quarterly
Docs powered by Archbee