QuickBooks Online Books Review
According to Intuit, QuickBooks Online Books Review (formerly Month-End Review) is a tool that “focuses on common yet tricky bookkeeping areas: incomplete transactions, reconciliations, and account balances. It lists key tasks so you can quickly tie up any loose ends and prioritize work, and customize your own tasks for review. You can even collaborate on transactions with your client directly in QuickBooks, send and receive messages, and upload documents.”
Intuit lists 5 steps in their QuickBooksHelp guide for using Books Review:
Clean up your clients' books
Fix incomplete transactions
Finish reconciling accounts
Check account balance issues
Wrap up your clients' book review
You can also check Books Review progress in QuickBooks Online, and you can create Additional Items to track monthly tasks.
InsightfulAccountant has two helpful blog posts about Books Review:
More About QBO-Accountant Books Review (formerly Month-end Review)
Collaboration Feature in QBO Books Review
QuickBooks Canada and Intuit Accountants Canada posted these useful YouTube video tutorials when Books Review was released:
