Comparing Books Close to the Books Review Feature for Accountant Users

There’s more than one way to “lock things down” in QuickBooks Online… but which one actually makes sense for your firm?

In this upcoming QB Power Hour, we’re breaking down the real differences between Books Review and Books Close for accountant users. What do they actually do? Where do they overlap? And most importantly are you adding steps that don’t move the needle?

We’ll dig into:

What Books Review is designed to streamline (and where it shines)

What Books Close actually locks down and what it doesn’t

Workflow implications for monthly and year-end processes

Risk management, team accountability, and client impact

Whether using both is strategic… or just extra clicks

As always, this won’t be theory. We’ll keep it practical, candid, and focused on what matters in real firms doing real work.

If you’ve been wondering whether the “juice is worth the squeeze” when it comes to your close process, this session is for you.

00:00 Welcome and Agenda

01:19 Webinar Format Updates

02:57 New Series Categories

04:25 Housekeeping and Q&A

05:48 Poll on Books Review

07:54 Why Use Books Review

09:47 Desktop 2023 Discontinuation

13:32 Will Desktop End Soon

18:53 Books Close Overview

21:00 Playbook and Task Sections

23:22 Books Review New Experience

25:37 Where to Find Books Review

28:21 Need Global Templates

29:36 Finding Books Close Tool

30:01 Feature Comparison Spreadsheet

33:23 Cleanup Versus Pre Close

35:05 Who Books Close Is For

38:12 Reconciliation Inside Tool

43:37 Transaction Review Controls

46:44 Payee Review And 1099s

48:48 Final Review Wrap Up

52:09 Pricing Beta And Billing

55:02 Removing Clients Limitation

57:39 Next Session And Farewell

This isn’t your typical webinar, it’s an open floor.
Each session is driven by what’s happening right now in the Facebook group, plus any QuickBooks or Intuit updates worth your attention.

We’ll keep it loose, practical, and interactive:

Answering real questions from real users

Breaking down QB changes (only if they matter)

Giving you clarity you can actually use

Show up with questions. Leave with answers.

01:23 Webinar Changes and Registration
06:24 New Series Lineup and Agenda
09:25 Construction Edition Overview
13:57 Construction Features and Pricing
18:24 QB Payments and Affirm
24:05 Payment Links Pros and Cons
27:39 Inventory Enhancements Rollout
32:02 Item Receipts and Receiving Methods
35:13 Inventory Offset Risks and Reactions
37:28 QBO Inventory Levels
39:13 Reseller Inventory Fit
40:06 Moving Average Costing
42:09 Inventory Add On Pricing
44:10 What Is QuickBooks Ledger
46:15 Physical Counts Tools
48:17 Intuit Intelligence Prompts
51:20 AI Wins And Fails
58:10 Accountant Suite Consolidation
01:00:31 Community And Wrap Up

Meet the new co-host of the QB Power Hour. Sharrin Fuller has built and sold 3 businesses and is now focusing on helping others build systems so scale, grow, or provide balance and boundaries to get more joy out of your firm. We'll discuss her journey and the life experiences that she's leveraged to help others.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Sharrin Fuller who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.

Earn CPE through Earmark: https://bit.ly/QBPHCPE

Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog

Register for upcoming webinars at https://www.qbpowerhour.com/

00:00 Welcome to QB Power Hour + Meet Sharrin (Unfollow the Rules)
01:09 Show Logistics: Schedule, CPE, Slides & Resources
02:30 Poll Time: How Did You Find QB Power Hour? (and a few tech hiccups)
03:37 Intuit Intelligence Chat in QuickBooks: What It Is, Rollout & Pricing
06:03 Webinar Glitch Break: Multiple ‘Sharrins’ Join the Panel
07:17 Back on Track: How Intuit Intelligence Chat Works in the UI
09:41 Unfollow the Rules: Dan ‘Reads’ the Book (Speechify/Snoop) + Why It Clicked
10:59 Origin Story: The Paper Route and Learning Independence Early
16:01 Door-to-Door Sales Lessons: Timeshares/Kirby Vacuums and the ‘Show’
18:41 Finding Bookkeeping: Costco, Salon Ownership, and Building a Mobile Office Biz
21:30 Scaling Up: Fractional CFO Work, SaaS Startups, and Getting Acquisition Offers
22:59 Failure as Fuel: Big Mistakes, Mark Twain, and Trusting Your Gut
24:53 Growing Up Too Fast: Protecting Siblings & Learning the Hard Way
25:11 Curiosity & Devil’s Advocate Mindset (The “Don’t Touch the Stove” Lesson)
25:51 Reframing Failure: Motivation, Resilience, and Hitting the Goal
26:40 Entrepreneur Pressure + Sales Rejection: Getting Through the “No’s”
27:22 Burnout = Fear: Letting Go, Delegating, and the Green/Yellow/Red List
30:40 Designing Recovery Time: 3-Day Workweeks, Holiday Sabbaticals, and Mental Health
33:04 Building Sustainable Systems: Automate Everything That Isn’t Human
34:32 Clone & Conquer Framework: Document, Template, Measure, Automate (Don’t Throw People at It)
35:53 Right-Sizing the Team: Profit Over Headcount + When Automation Shouldn’t Replace the Core
39:42 Tech Evaluation at Conferences: Solve One Problem + Prove ROI (Stripe Example)
42:16 How the 3-Day Week Actually Works (and Handling the Eye Rolls)
43:53 Teaching Others + Community/Book Offer, Then Webinar Wrap-Up & What’s Next