QuickBooks File Closure

Fidlon Legal — Customer & IOLTA Account Cleanup
READ-ONLY SETUP MODE
This page currently does not make any changes to QuickBooks.
Paid Consult matters through this date will eventually be eligible for the closure-candidate scan.
Planned workflow:
  1. Scan QuickBooks for financially clean closure candidates.
  2. Review the candidate list.
  3. Mark matters that should remain open.
  4. Review the proposed closures.
  5. Queue approved Customer + IOLTA closures for QBWC.
  6. Review processing results.