Keeper Docs

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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?
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What is Keeper?

1min

Hi there! If you're on this page, your bookkeeper is using Keeper and wants to tell you a bit more about it.

Keeper is the app that powers their Client Portal for communicating with you about questions they have while working on your books. It is directly integrated with QuickBooks to allow them to easily make changes once you have responded to their questions.

Keeper takes privacy and security very seriously – we use bank grade encryption to keep your data secure, and we will never sell it. You're welcome to read more on our security standards here: Security at Keeper.

You might have received an email that looks something like this:

Document image


This is just to let you know that the Keeper QuickBooks app has been added to your file. This lets your bookkeeper ask about and fix transactions directly in Keeper.

Updated 03 Mar 2023
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