If books close is set up for a monthly bookkeeping client, do they recur on their own?

In Intuit Accountant Suite, Books Close templates remain attached to your clients. However, closing periods do not automatically recur each month. When you start a new period, you can apply your custom template, so you don’t have to rebuild the task list from scratch.

I’ve also included this article for additional guidance on efficiently managing your clients’ monthly closing tasks: Understanding the Books Close dashboard.

Let us know if you have any additional questions. We’re here to help.