Quarterly Clients
Clients whose books are reviewed only on a quarterly basis can be marked as Quarterly Clients.
Quarterly Clients are prompted to start new closes only on a quarterly schedule (for example, Q1 in the March close, Q2 in the June close, etc.).
To convert a monthly close client to quarterly
Go to Practice Settings (⚙️ icon)
Select All Client Settings
Enable under the Quarterly column
Non-calendar fiscal years
Quarterly closes take QuickBooks' fiscal years into consideration, so users will be prompted to start a quarterly close on their designated close cycle.
For example, a client whose fiscal year starts in September will have the following quarterly closes: November, February, May, August.
💡 Check the Fiscal Year by going to the Client Settings in the client file.
Best Practices
When a new client is added to Double, the current month’s close is populated by default.
If the quarterly setting has just been enabled and a monthly close is still present:
Start an older close in the previous quarter.
Delete the latest monthly close.
This triggers the quarterly close cycle.
Example
👆 This quarterly client has a 05 '25 close open. We want to see Q2 '25 instead 👆
Create a close for March 2025 (end of Q1)
Delete the May close
Refresh the page
Create the Q2 '25 close
