Books Review vs. Books Close: Is the Juice Worth the Squeeze? [03.17.26]

Comparing Books Close to the Books Review Feature for Accountant UsersThere’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’tWorkflow implications for monthly and year-end processesRisk management, team accountability, and client impactWhether using both is strategic… or just extra clicksAs 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 Agenda01:19 Webinar Format Updates02:57 New Series Categories04:25 Housekeeping and Q&A05:48 Poll on Books Review07:54 Why Use Books Review09:47 Desktop 2023 Discontinuation13:32 Will Desktop End Soon18:53 Books Close Overview21:00 Playbook and Task Sections23:22 Books Review New Experience25:37 Where to Find Books Review28:21 Need Global Templates29:36 Finding Books Close Tool30:01 Feature Comparison Spreadsheet33:23 Cleanup Versus Pre Close35:05 Who Books Close Is For38:12 Reconciliation Inside Tool43:37 Transaction Review Controls46:44 Payee Review And 1099s48:48 Final Review Wrap Up52:09 Pricing Beta And Billing55:02 Removing Clients Limitation57:39 Next Session And Farewell