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

Add or customize 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 standardized 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 customize pre-close tasks

1. In Intuit Accountant Suite, select Books close.
2. Choose the client and time period you want to modify and select Open file review.
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.
   • Select Delete to delete an existing task.
   • Select Edit to change an existing task.
   • Select Assigned to 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 customize additional items

1. After finishing with pre-close tasks, select 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. (Note: The UI uses "Add task" for adding items here ).
   • Select the Delete to delete an existing item.
   • Select the Edit to change an existing item.
   • Select Assigned to to review who is responsible for completing an item and make any adjustments.
3. Remember to save each item as you complete it.