# Complete a period close checklist

Mark monthly checklist items complete, add notes and understand what the progress indicator measures.

Canonical: https://demo.qixcount.com/help/period-close-and-audit/period-close-checklists

Who can do this: Owners, or people with *View fiscal periods* and *Manage fiscal periods (close/reopen/lock)*

Where: Books, then Fiscal periods

You'll need: Period close turned on in Features; an open monthly period

Each monthly period has its own **Close Checklist**. It records which items someone has confirmed, who completed them and when.

## Complete an item

1. Open **Books**, then **Fiscal periods**, and select the month.
2. Find the item in **Close Checklist**.
3. Select the empty circle beside it.
4. Enter **Notes (optional)**, up to 1,000 characters, if needed.
5. Select **Mark Complete**.

![Period checklist with required badges and completion controls](https://demo.qixcount.com/images/help/period-checklist.webp)

The row shows the completing person's name and date. To undo completion while the period is open, select its green checked circle. This clears its completion status, person and time.

## Understand progress and required items

An item marked **Required** must be complete before the month can close. Optional items count toward the percentage and completed-item count but do not block closing. The percentage is rounded down, so the completed-item count is useful when you are nearly finished.

Period checklists copy the item names, descriptions and required settings from the templates when first initialized. Changing a template does not rewrite a checklist that already has items. Reopening a month keeps its existing completion marks.

Read the item descriptions as screen prompts for your review. QixCount does not verify the named task when you mark it complete.

Next, [close the month](https://demo.qixcount.com/help/period-close-and-audit/close-a-month). To change the items used for new checklists, [customize the period close checklist](https://demo.qixcount.com/help/period-close-and-audit/customize-period-close-checklist).

## Good to know

Marking an item complete does not reconcile an account, post an entry or run Qix.

## Who can do this and what you need

You need **View fiscal periods** and **Manage fiscal periods (close/reopen/lock)** permissions. Checklist controls appear while the period is **Open**.

If **Fiscal periods** isn't in the sidebar, someone with settings access can turn on **Period close** in [Features](https://demo.qixcount.com/help/setup/features-and-presets).