Task Management

Quarterly Clients

3min

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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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