Bucket Lists
Bucket lists let you customize how a client’s financials are grouped, so their P&L and balance sheet are organized the way they actually need to see them.
Found under Utilities > Bucket Lists, a bucket list maps your client’s QuickBooks accounts into the sections you define. You can drag accounts into place, regroup or reorder them at any time, or describe the grouping you want in plain language and let AI propose it.
You can also add custom subtotals anywhere in the list, such as a gross profit line that excludes payment processing fees, and save a bucket list as a template to reuse across your team.
Once it’s set up, open the report in Closer Financials to see your financials with your custom groupings and subtotals, and export it to PDF to share with your client.