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 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