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
💬Client 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
🗄️Client Management
Client Properties
Client Details
Client Notes
Files
⏲️Time Tracking
Tracking Time
Time Tracking Reporting
ℹ️Support 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 
8min

Starting and Accessing Closes

How can I start a close for a prior period?

To start a new close period, go to the Client List, find the company you are looking for, and click The More Information Button (arrow in the circle to the left of the client's name).

Click the button that says Start Previous Month End Close. Choose the period you are working on. This will create a new month end close.

How can I see older closes or closes I have already completed?

To see older closes, find the client you are looking for in the Client List, then click the More Information Button, and choose the close you want to review.

How can I start a new close before the first of the following month?

To start a new month-end close before the first of the following month, click the More Information button for the client on the Client List, then Click Start [next_month] Close.

Document image













Updated 23 Mar 2022
Did this page help you?
Yes
No
UP NEXT
Client Portal FAQs
Docs powered by archbee 
TABLE OF CONTENTS
How can I start a close for a prior period?
How can I see older closes or closes I have already completed?
How can I start a new close before the first of the following month?