Keeper Basics
Transactions & Reviews
Client Managment
Famous Samuel Quotes about Keeper
100
Keeper primarily used for this at LUCA?
What is monthly closing?
100
True or False - You can add a receipt to a transaction in Keeper, that syncs to QB0.
True.
100
True or False - You can add only one contact in Keeper per client.
False.
100
This is something Samuel says about Keeper probably three times a day.
What is "Keeper can do that"?
200
Keeper integrates with which accounting platform? (that LUCA uses)
What is QBO & XERO?
200
You can leave these within a P&L review so they are easily available for your Controller in their review.
What is "comments"?
200
What happens when a client uploads a receipt to Keeper?
What is it attaches to the corresponding transaction automatically? Note: it must then be pushed to QBO. ;)
200
Samuel asks you to do this when he loves a new Keeper feature.
What is "Can you put that in Notion?"
300
True or False - You can communicate with your controller via Keeper comment?
True
300
The Keeper feature that allows you to ask a client question on a transaction.
What is "Ask Client"?
300
Clients can answer Keeper requests directly from their email without logging in — true or false?
What is True?
300
What equation does Samuel use to express his love for Keeper?
What is, "Keeper > QBO"?
400
The browser tool that allows you to use Keeper features in QBO.
What is the Keeper Extension?
400
This type of transaction is much easier to track in Keeper than a shared google doc.
What is "uncategorized transactions"?
400
True or False — You can send requests to multiple clients at onc
What is True?
400
Why would Samuel give tacos away when it comes to Keeper?
What is " @anyone
Getting SO many new clients into Keeper
!!" ?
500
Keeper's NEW name.
What is Double?
500
A secure space where clients can view, submit, and track their requests or documents with your team.
What is "The Client Portal" ?
500
What acts as a your document organizer system?
What is "Files"?
500
What are Samuel's Keeper dreams made of?
What is "My pipe dream is for us to move 100% to Keeper and away from Karbon!"