Simplify payday and set payroll to run automatically on QuickBooks.

Green Circle Icon with Stylized White Letters
QuickBooksHelpIntuit

How to set up books close templates in Intuit Accountant Suite

by Intuit • Image Alt Text
Image Alt Text Updated 8/5/2026 05:01

With Books Close Templates, you can standardize this process across your clients in your Intuit Accountant Suite. Let’s go over how to set up a template, customize it, then apply it to a client.

Sign in now for personalized help

See articles customized for your product and join our large community of QuickBooks users.

Sign In / Sign Up