Add or customise pre-close tasks and additional items in Books Close

Add or customise pre-close tasks and additional items you want to include in a client’s monthly close process. You can assign due dates and team members to manage these tasks or items. Track their completion as part of your standardised monthly close workflow.

Prerequisites

• You need permissions to modify the Books Close template containing the custom items.
• Only primary and company admins have default access to Books Close settings. An admin must adjust role-based access control settings for Books Close to grant access to other team members.

Add or customise pre-close tasks

In Intuit Accountant Suite:

1. Go to All apps , select Books Close, then select Overview (Take me there).
2. Locate the client and time period you want to modify and select Open from the Action column.
3. Go to Pre-close.
4. Review the standard list of pre-close tasks. Adjust it to fit your client’s needs using the following options:
   • Select Add task and enter any new tasks, enter the details and select Save.
   • Select the delete icon from the Actions column to delete an existing task.
   • Select the edit icon from the Actions column to change an existing task.
   • Select a value from the Assigned to column’s ▼ dropdown to review who is responsible for completing a task and make any adjustments.
5. Remember to save each change after you complete it.

Add or customise additional items

1. After finishing with pre-close tasks, go to Additional items.
2. Review the standard list of additional items. Adjust it to fit your client’s needs using the following options:
   • Select Add task and enter any new items, enter the details and select Save.
   • Select the delete icon from the Actions column to delete an existing item.
   • Select the edit icon from the Actions column to change an existing item.
   • Select a value from the Assigned to column’s ▼ dropdown to review who is responsible for completing an item and make any adjustments.
3. Remember to save each item as you complete it.