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