Add and manage custom close statuses

In this video, you'll see how to manage close assignees and custom statuses using Books Close preferences.

Use custom statuses to define and track close progress in Intuit Accountant Suite using terminology that matches your firm’s internal workflow. This article describes how to create a custom status and how to edit or delete a status definition for your firm’s close process.

Add a custom status

Your firm’s workflow can contain up to 20 total statuses, including the defaults To do and Completed.

1. From Intuit Accountant Suite, hover over All apps to select Books close, and then select Books close settings.
2. Select Preferences. Scroll to Close status and select [pencil] edit. 
3. Select Add new.
4. Enter the new custom status name and select Save on the same line.
5. If necessary, select [drag icon] on the edge of the new status line and drag the status to the proper position in the workflow. Note that To do and Completed can’t be moved.
6. Select Save when you’re finished.

Once saved, you’ll see your custom status whenever you set or update close statuses. It will be available for all future closes.

Manage custom statuses

Once you’ve created a custom status in your workflow, you can rename or delete it, or re-order the statuses in your workflow.

1. From Intuit Accountant Suite, hover over All apps to select Books close, and then select Books close settings.
2. Select Preferences. Scroll to Close status and select to edit. 
3. Make any of the following changes:
   • Select Add status to create a new custom status.
   • Select an existing status name and enter text to rename the status. Note that To do and Completed can’t be renamed.
   • Select at the edge of a status field and drag it to its proper position in the workflow. Note that To do and Completed can’t be moved.
   • To delete a status, select the next to its name. Note that To do and Completed can’t be deleted.
4. When you’re finished, select Save to apply your changes.

Once saved, you’ll see your custom statuses whenever you set or update close statuses. The updates will be available for all future closes.