Final reviews in Books Close

Access final reviews in Books Close to review client reports for a selected close period. This helps you quickly analyze essential financial data and ensure your client's books are accurate.

Final review allows you to see all of your client reports in one place in Intuit Accountant Suite. In this video, we'll show you how to find the following reports, and more: Profit and loss statement Balance sheet Accounts Payable Aging Report Accounts Receivable Aging Report

Prerequisites

To access final review items, your firm must have added Books Close to Intuit Accountant Suite Core or Accelerate.

Access final reviews

1. From Intuit Accountant Suite, select All apps and choose Books close.
2. Scroll to the line for the client and close period you want to access, and select Open from the Action column. 
3. Scroll to Final review and select it to expand the section. You’ll see a listing of key reports such as Profit and Loss, Balance Sheet, Accounts Payable Aging, and Accounts Receivable Aging.
4. Select Review to open a report.
5. The report opens inside Intuit Accountant Suite. Within the report, you can change the report period or accounting method, make comparisons, and more.
6. When you’re finished reviewing the report, select X to close it.
7. To open the report in your client’s QuickBook account for additional options, select next to Review.