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This platform has so many advantages and benefits, but the largest initial benefit is the ability to see and action on all your clients’ QuickBooks data in one place. The use of Intuit AI enables meaningful efficiency gains and the ability to detect and ask questions to diagnose anomalies found in the data faster than before.

Yes, you will have the option to go back to QuickBooks Online Accountant at this time. Note, if you have transferred clients to a target account, those will continue to be centralized in a target Quickbooks Online Accountant account. We strongly encourage you to return to the Intuit Accountant Suite when your team is ready so you can benefit from the newest innovations.

Books Close is available as part of Intuit Accountant Core and Accelerate at no additional cost. 

Agentic Books Close will be $0/client per month during beta. A paid add-on will be required post-beta to continue access.

With Books Close, you can create customizable workflow templates for your firm, centralize work in one place, and track close status and assign tasks to team members all within the new dashboard.

Yes, Books Close provides access to client data so you can take action on the data within Intuit Accountant Suite without having to open the client’s Quickbooks Online file saving you valuable time.

You will be able to assign a preparer, reviewer and approver to each client’s close and setup tasks for each role within the workflow.

After you subscribe to Books Close, we recommend that you open the Settings page to customize templates, preparer/reviewer/approver roles, as well as statuses. This process is recommended before onboarding clients to Books close and set up off their first close but is completely optional. We will have default options for all of these so you can also quickly onboard using those. Once this is set up, you are ready to onboard clients to Books Close and set up the first close for each client.

We offer transaction checks that catch coding issues within client’s books, as well as, anomaly detection on the balance sheet and profit and loss statement to highlight account level variances including Intuit AI summaries.

Intuit Intelligence chat is now available in beta to primary and company admins of Intuit Accountant Suite and QuickBooks. In Intuit Accountant Suite Core, you have limited capacity on prompts/month. With Intuit Accountant Suite Accelerate, you have more capacity on prompts/month you can ask about your firm or your client’s books without switching to their books.