How to review client reports with final review Intuit Accountant Suite

[0:00] This is Katheryn from the QuickBooks Team. Books Close is a feature in Intuit Accountant Suite that helps you track and complete your monthly close process for clients in one place. In this video, you'll see how to review client reports using Final review. Start on the File review page for a selected client and period. Scroll to the bottom of the page and select Final review.

[0:27] In this section, you can access key reports for the selected period. These include the profit and loss, balance sheet, accounts payable aging, and accounts receivable aging reports. Select Review to open a report. The report opens inside your Intuit Accountant Suite without switching you to your client's books.

[0:48] Here, you are able to update the report period, change the accounting method, make comparisons, and more, all within Intuit Accountant Suite. When you're finished reviewing the report, select the X to return to the File review page. To access additional options, hover over a report, and select the dropdown arrow next to Review.

[1:10] Select Go to QuickBooks to open the report in the client's QuickBooks account. Now you know how to review client reports using final review in Books Close.