Transcription
Hi, this is Katherine from the QuickBooks team.
Books close is a new feature available in Into It Accountant Suite that helps you track and complete your monthly close process for all your clients in one place. In this video, we'll walk through how to customize pre-close and additional items tasks.
First, we'll go over setting up pre-close tasks. To get started, go to Books Close. Select "Open File Review" for the client and closing period you want to review. Then choose the "Pre-Close" section. Here you'll see a list of standard pre-close tasks along with a description, a link if provided, due date, who the task is assigned to, and the status of the task. In the action column, select "Edit" to update the task or "Delete" to remove it. Select "Add Task" to add a new task to this section and add any details to the task as needed. The system will remember these tasks month over month for this client. To change the status of a task, select the drop-down menu under the status column.
Next, let's look at the "Additional Item" section towards the end of your Books Close process. This section works just like the pre-close section. You can select "Add Task" to add a new task, select "Edit" to update a current task, or "Delete" a task to remove it.
Now you know how to use the pre-close and additional item sections inside the Books Close feature.
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