Books Review (beta)

With our Books Review (beta) feature, we've streamlined the process for firms to review client QuickBooks Online data directly within Client Hub.

Books Review is automatically activated for any workspace connected to QuickBooks Online. Books Review can be found in the Firm-only section of the Clients & Workspaces page, accessible only to firm users. In the current beta version, firm users review and resolve the following QuickBooks data issues:

• Expense Inconsistencies: Expenses categorized differently than the majority of transactions for that vendor over the past 12 months.
• Purchases Without Payee: Expenses missing a vendor/payee.
• Purchases and a Parent Account: Expenses posted to a parent account instead of the correct sub-account.
• Large Transactions: Expenses exceeding a preset limit of $2,500 (a customizable threshold is planned for a future release).

We'll be enhancing the Books Review feature in the coming months with additional features including:

• Profit & Loss Review
• Balance Sheet Review
• Transactions missing Class or Location
• Class Inconsistency

Connecting Clients to QuickBooks (if not already connected):

1. Go to "QuickBooks Integration" in the Advanced section of the Setup & Settings page.
2. Follow the prompts to connect Client Hub to QuickBooks.

During the beta phase, please share your feedback using the in-product "Get Help" link.