Say goodbye to tedious transaction reviews! Client Hub’s new Books Review feature simplifies how accountants spot and resolve QuickBooks Online data inconsistencies—all within Client Hub. This beta feature is automatically activated for QuickBooks connected workspaces, so you can start using it right away.

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What is the Books Review Feature?

Think of Books Review as your QuickBooks data quality control hub. You’ll find it in the Firm-only section of the Clients & Workspaces page—exclusive to firm users. Its mission? Spot and fix transaction errors fast, reducing manual reviews and cleanup work.

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Key Features in Version 1: Smarter Transaction Reviews

Books Review acts like an extra set of eyes on your QuickBooks data, helping you catch common errors before they become bigger issues. Here’s what it tackles:

• Expense Inconsistencies – Flags expenses miscategorized compared to past vendor transactions, ensuring consistency in financial reporting.
• Purchases Without Payee – Highlights expenses missing a vendor/payee, making it easier to maintain complete and accurate records.
• Purchases and a Parent Account – Catches transactions posted to parent accounts instead of sub-accounts, improving the accuracy of financial statements.
• Large Transactions – Identifies expenses over $2,500, allowing firms to monitor for potential fraud and maintain better cash flow oversight (a future update will allow firms to set a custom threshold.)

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What’s Coming Next?

Exciting enhancements are on the way to making financial reviews even smoother:

• Profit & Loss Review – Quickly analyze financial performance without leaving Client Hub.
• Balance Sheet Review – Ensure accounts are accurate and properly classified.
• Missing Class or Location Tags – Identify transactions missing key classifications.
• Class Inconsistencies – Detect and correct misclassified transactions for cleaner reporting.

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How to Connect QuickBooks Online

Getting started is simple:

1. Go to Setup & Settings > QuickBooks Integration in Client Hub.
2. Follow the prompts to connect your QuickBooks account.

Have feedback? Click the “Get Help” link to share insights and help shape future improvements.

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Benefits of Books Review

Our shiny new feature takes the guesswork out of QuickBooks data reviews, making operations faster and more accurate. Here are some of the ways this can improve how you work:

• Boosts Accuracy – See misclassified expenses before they impact reports.
• Saves Time and Boosts Productivity – Spend less time on cleanup and more on strategic advising.
• Improves Client Collaboration – Quickly flag and resolve issues without endless email threads.

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With Books Review, you’ll elevate your practice even further, ensuring clean financials, streamlined workflows, and happier clients! Try it today!