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,
Go to Practice Settings (⚙️ icon)
Select All Client Settings
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.
💡 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,
Start an older close in the previous quarter
Delete the latest monthly close
This will trigger the cycle of quarterly closes.
💡 Example
👆 This quarterly client has a 05 '25 close open. We want to see Q2 '25 instead
Create a close for March 2025 (end of Q1)
Delete the May close
Refresh the page
Create the Q2 '25 close
