Books Review vs. Books Close: Is the Juice Worth the Squeeze? [03.17.26]
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.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Sharring Fuller who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Connect with Sharrin's Clone and Conquer Hub: https://snip.ly/SharrinQBPH
Get QuickAnswer with Dan's School of Bookkeeping Community: https://snip.ly/QuickAnswers
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 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