Understanding the Books Close dashboard

The Books Close beta feature in Intuit Accountant Suite is designed to help accounting firms manage and complete monthly closing tasks for their clients efficiently. The Books Close dashboard is where you go to onboard clients to the closing process, monitor progress, and manage tasks directly within Intuit Accountant Suite. Use it to track client close periods, due dates, assignments, status, and task completion.

The Books Close Dashboard helps you manage your monthly close process across all of your clients in one place. This video will show you how to find your way around the Books Close Overview page.

Prerequisites

Before you can use the Books Close dashboard, be sure your firm meets the following conditions:

• Opted in to Intuit Accountant Suite.
• Added the Books Close beta feature. 
• Your primary admin has onboarded clients.

Access permissions

Only primary and company admins have default access to Books Close settings. To grant access to other team members, an admin must edit the role-based access control settings specifically for Books Close.

Using the Dashboard

The Books Close dashboard is the central hub for managing your clients' monthly closing processes. As clients are onboarded, their information appears on the dashboard.

Key Actions

• Onboard clients: Select Onboard close client to add a new client to the Books Close process. During onboarding, you can choose a close template and assign firm members to prepare, review, and approve the client's monthly closes.
• Create close process: Once clients are onboarded, select Create close and follow the steps to start the closing process for a specific period.
• Manage templates: Select Books close settings to customize your firm's close process. You create custom templates by copying the default template and modifying it to suit your firm's specific needs.
• Open file review: From the Action column of a specific client and close period:
  • Select Open to open the close detail page.
  • Or, select the dropdown , then select Create close, and follow the steps to create a new close.

Dashboard Information

The dashboard displays key information for each onboarded client in columns:

• Client: The client name.
• Period: The specific close period.
• Due date: The date the close is due.
• Assignees: The team member(s) assigned to the close. You may see different columns here, depending on your firm’s specified process. Admins can manage these assignments in Books Close settings.
• Status: The status of the close.
• Tasks Done: The number of tasks completed for the close.
• Action: Actions available for the close.

Customizing the Dashboard View

You can modify the columns displayed on the dashboard to better suit your needs.

1. Select Customize.
2. Select Columns to add columns like Progress, or remove default columns as needed.

Filtering and Sorting

Filtering

Filter the dashboard view to focus on specific clients or tasks. You can filter by:

• Client
• Period
• Assigned to
• Status

To apply a filter, select the desired field and then choose the specific value you want to filter by.

Sorting

You can sort the information on your dashboard by the following fields:

• Period
• Assigned to
• Status