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Quarterly Clients

How to set clients to quarterly in Keeper.

Updated this week

Quarterly Clients

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.).

To convert a monthly close client to quarterly,

  1. Go to Practice Settings (βš™οΈ icon)

  2. Select All Client Settings

  3. Enable under the Quarterly column


Non-calendar fiscal years

Quarterly closes take fiscal years into consideration, so users will be prompted to start a quarterly close on their closing cycle.

For example, a client whose fiscal year starts in September will have the following quarterly closes: November, February, May, August.

πŸ’‘ Check the Fiscal Year by going to the Client Settings in the client file.


Best Practices for Quarterly clients

When you add a new client to Keeper, the current month's close will populate by default.

If the quarterly setting has just been enabled & you're still seeing a monthly close,

  1. Start an older close in the previous quarter

  2. Delete the latest monthly close

This will trigger the cycle of quarterly closes.

πŸ’‘ Example

πŸ‘† This quarterly client has a 05 '25 close open. We want to see Q2 '25 instead

  1. Create a close for March 2025 (end of Q1)

  2. Delete the May close

  3. Refresh the page

  4. Create the Q2 '25 close

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