Manage multiple close assignee roles

[0:00] This is Katheryn from the QuickBooks Team. Books Close is a feature in Intuit Accountant Suite that helps firms track and complete their monthly close process in one place. In this video, you'll see how to manage close assignees and custom statuses using Books Close preferences. Start on the Books Close overview page.

[0:22] Select Books Close settings then click on the preferences tab By default, admin users have access to Books Close settings. Admins can grant this access to additional firm roles as needed. In the Close assignees section, you can enable or disable up to three assignees for Books Close to match your firm's workflow. You can also rename them to reflect your team's structure.

[0:50] This allows you to manage which team member is responsible for each task. Next, in the Close status section, you can manage the statuses used for closes. This helps you track progress using the steps your firm actually follows, instead of a generic set of statuses.

[1:09] Here, you can add, reorder, and remove up to twenty statuses, so your team can consistently update where a close stands, like when you're waiting on the client or when work is blocked. Now you know how to manage close assignees and custom statuses to use in Books Close.