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

There are times as a QuickBooks ProAdvisor that you might want to entertain other options, either temporary or permanently.

Donna Reade and Deb Kilsheimer join the panel to discuss the differences between QBO and Digits for those that might be looking to add Digits to their suite of supported offerings.

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 Introduction and Housekeeping
01:42 Welcoming the Audience
02:01 Introducing the Series and Today's Topic
02:36 Guest Speakers: Deb and Donna
04:41 Deb and Donna's Background
07:18 QB Power Hour Overview
08:00 Intuit Accountant Suite Pricing
13:11 Exploring Digits: An Alternative to QuickBooks
14:06 Why Deb and Donna Chose Digits
17:55 The Future of Accounting with AI
24:21 Digits Features and Ideal Clients
35:29 Understanding the Background Operations
36:06 Collaboration Features in Digits
36:49 Adapting to New Generations and Technologies
37:46 Transitioning to Digits: Challenges and Solutions
39:26 Why Choose Digits Over Other Platforms?
42:18 Client Onboarding and Training
43:23 Adapting to Change: Personal Experiences
47:49 Ideal Clients for Digits
57:02 Pricing and Value Proposition
59:32 Final Thoughts and Future Directions

Changes are coming to QBOA, and it's more than a name change. Intuit Accountant Suite will have some Core Functionality changes and as well as a name change. Sharrin and I will break down these changes in this webinar.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton 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 Introduction and Housekeeping
01:53 Welcome and Announcements
05:05 Intuit Accountant Suite Overview
06:24 QuickBooks Desktop Pricing Changes
08:31 Email Scams and Security Tips
18:16 ProAdvisor Program Updates
24:08 Intuit Accountant Suite Details
30:39 Introduction to QuickBooks Online Accountant Suite
31:19 Opting In and Out of Accelerate
32:02 User Interface Redesign
32:29 New Dashboard and Navigation Features
33:49 Changes in Client Management
35:22 Team Management and Service Delivery
37:26 Books Review and Books Close Features
51:32 Client Insights in Accelerate
56:34 Future Features and Final Thoughts

Rich Kane CPA will join us to recap the 1099 filing capabilities in QuickBooks and Avalara will be joining us to share how their solution can augment and streamline the filing process.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton 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 Introduction and Housekeeping
01:03 Earning Continuing Professional Education Credit
02:09 Welcome and Today's Topic Overview
02:53 Meet the Hosts and Guests
05:53 Avalara's Role in 1099 Compliance
07:20 QuickBooks Desktop Pricing Changes
13:23 Understanding 1099 Forms and Compliance
30:43 Tax Return Tips and 1099 Reporting
31:07 Year-End Check Writing and Mismatches
32:35 Discussion on 1099-K and Marketplaces
34:17 New W-9 Form and IRS Changes
39:33 1099 Extensions and Penalties
41:02 Best Practices for 1099 Preparation
45:56 QuickBooks and Avalara Integration
50:48 Avalara 1099 Solution Overview
57:53 Final Thoughts and Next Steps

If you're looking for a way to transition to Advisory services, but not sure how to go about it, you will want to attend this webinar. Bryan Perdue from Autymate has created a platform that combines inputs from multiple sources, applies strategies from over 250 business best sellers, and creates an action plan that you can guide your clients through to drive results. Filling in for Matthew while he is away is the always entertaining Sharrin Fuller!

Learn More about Autymate here:https://snip.ly/QBPHAUTY

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton 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 Introduction and Event Kickoff
00:52 Meet the Hosts and Guest Speaker
03:20 Overview of Today's Agenda
04:40 Poll Question and Intuit News
06:11 The Role of AI in Accounting
17:21 Challenges and Opportunities in the Accounting Industry
33:01 Automate: A Solution for Accountants
37:59 Introduction to the Exciting New Platform
38:07 Incorporating Bestselling Books into Business Strategies
38:26 The Five Pillars of Business and AI Integration
39:05 Simplifying Business Management with AI
39:25 Free Gift and Upcoming Features
40:54 Connecting to Multiple Systems
41:24 Creating a Single Pane of Glass for Clients
42:19 Expanding Advisory Services Beyond Financials
44:13 Interactive Tutorials and Dashboard Overview
50:55 Creating and Assigning Strategies
51:45 Gamification and Client Accountability
01:02:49 Pricing and Value Proposition
01:06:08 Final Thoughts and Next Steps

Celebrate Thanksgiving with us as we share the QuickBooks 2025 features we’re most thankful for! Join our live webinar to explore new tools and tips that make your bookkeeping easier all year long.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton 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 Introduction and Thanksgiving Week
01:47 QuickBooks Features We Love
02:43 Intuit and OpenAI Partnership
03:52 ChatGPT Integration Concerns
05:42 AI in QuickBooks: Potential and Challenges
20:54 Payroll Corrections and QBO Payroll
23:03 Amazon Business Integration
28:22 Mapping Items from Square to QuickBooks
29:06 Integrations Overview in QuickBooks Online
30:23 Customizing QuickBooks Navigation
37:08 Bulk Editing Features in QuickBooks
43:04 Desktop to QuickBooks Online Migration
50:05 Final Thoughts and Upcoming Features