Space for pervasive banner when authenticated
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
In Intuit Accountant Suite:
Go to All Apps
, then Books Close, then Overview (Take me there).Choose the client and time period you want to modify and select Open file review.
Go to Pre-close.
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.
Remember to save each change after you complete it.
Add or customize additional items
After finishing with pre-close tasks, select Additional items.
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.
Remember to save each item as you complete it.
Sign in now for personalized help
See articles customized for your product and join our large community of QuickBooks users.
Call Sales: 1-800-365-9606
