Cleanups
Double is an excellent tool for cleanups, but there are a few things to know to make sure you get the most out of it for your cleanup and catch-up work.
One vital piece to understand is the way Double fetches transaction data. Double pulls the last 12 months of transaction data for a given close for performance reasons. So if you are in a client’s September 2025 close, Double will pull data from October 2024 to September 2025.
Current year cleanups
All transaction review reports can be run on a YTD filter. We recommend opening a close period for the latest month, then working from there.
Past year cleanups
For multi-year cleanups, we recommend creating a single December close for each year you are working on.
For example, if you are doing a cleanup for 2023 - 2024, we recommend creating:
A December 2023 close (shows all transactions Jan '23 - Dec '23)
A December 2024 close (shows all transactions Jan '24 - Dec '24)
The latest close in the current year (shows all of 2025 so far)
Read more on how to start and navigate to closes for prior periods here:
Cleanups for Tax Returns
If you are working on reviewing a client's books for their tax return, we recommend creating a close for December of that year.
Best Practices
Connecting a file to an unconnected client when doing cleanups
If you have added a client as an Unconnected Client that you plan to convert them to QuickBooks Online, do not add prior-year closes until you have converted them.
Here's why:
When you add an Unconnected client, it does not yet have any file review tasks (because there is no file to review).
When you then connect a client, we add those file review tasks to the latest close of the client automatically.
When you create an older close in Double, we copy the tasks from the latest close to the older close.
So if you create the older close before you connect the client, it will not have any review tasks, and connecting the file will not fix this.
Asking questions in the Client Portal
One more important thing to note is that the client portal is not broken up-per close.
If you ask your client a question from any close,
All questions show up in the same place in the client portal
Depending on the transaction date, bookkeepers may need to navigate to a close period that has access to the transaction data in order to code the transaction
For example, to see your client's response to a coding question about a 2023 transaction, you'll need to go back to the December 2023 close.
If you have an open question in a transaction that you can only see in a prior close, you'll see a tag on the question that says Old Close. 👇
