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The preparer's sign-off will be cleared. They must fix and re-submit.
The preparer's sign-off will be cleared. They must fix and re-submit.
| Name / Email | Role | ||
|---|---|---|---|
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Periods that have sign-off or custom task data stored. Clearing a period permanently deletes all its data.
| Period | Sign-offs | Custom Tasks | |
|---|---|---|---|
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Apply your saved task templates to the currently active period, skipping tasks that already exist.
Flag recon rows where |QB Balance − Excel Balance| exceeds this amount. Leave blank to disable.
Assign QBO accounts to categories. Accounts appear in the Reconciliations tab with the same preparer → reviewer sign-off flow.
Templates are rolled over to any period on demand. They won't overwrite tasks that already exist.