Quarterly Clients

How to set clients to quarterly in Keeper.

Updated over a week ago

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 quarterly basis (Q1 in the March close, Q2 in the June close, etc.).

How to mark a client as quarterly

  1. Go to Practice Settings (⚙️ icon)

  2. Click All Client Settings

  3. Check the Quarterly box for any client that is quarterly

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