What's the Difference Between Books Review vs. Books Close: Is it Worth the Cost?

What Are Books Review and Books Close?

When it comes to closing the books for your clients, QuickBooks Online Accountant (QBOA) and Intuit Accountant Suite now offer two distinct workflows: Books Review and Books Close. While both are designed to streamline your month-end and year-end processes, they approach the task from different angles—and with different levels of control.

Books Review is the long-standing workflow in QBOA, providing accountants and bookkeepers with a guided, checklist-driven process inside each client’s QuickBooks Online file. It helps you catch errors, reconcile accounts, and ensure nothing slips through the cracks before you send financials to your client or their tax pro. Books Review is included at no extra cost with QBOA and is familiar to many firms.

Books Close is the new kid on the block, announced at Intuit Connect in October 2025 and currently in beta until May 1, 2026. Books Close is part of Intuit Accountant Suite and is designed for firms that want to centralize, automate, and formalize their close process across all clients. With Books Close, you can manage close tasks, assign work to team members, lock periods, and maintain a detailed audit trail—all from a single dashboard, without hopping into each client’s QBO file. This feature is especially appealing for larger firms or those with more complex compliance needs.

Books Close Pricing Announcement & Details

Intuit officially announced the pricing for Books Close at January 23, 2026. The feature is currently in beta (free to try) until May 1, 2026. After the beta period, Books Close will be a paid add-on to Intuit Accountant Suite.

Pricing Structure:

• $8 per client per month for the first 50 clients onboarded in Books Close

• $6 per client per month for each client after the first 50

Important Clarification: You are only charged for clients that you actively onboard into the Books Close feature. If you have clients in your firm who are not set up in Books Close, you will not incur charges for those clients. This allows you to control costs as you scale up your use of the workflow.

Side by Side Comparison

This lists every feature in both the Books Review and the Books Close side by side so you can evaluate if that task is.

More Resources on Books Close

Intuit has prepared a Books Close Playbook which is a live document that they will add to as coming soon features become a reality. It has screenshots and videos to help you navigate the feature as it rolls out from beta. Below is or workshop we did highlighting the Books Close.

Is Books Close Worth the Price?  

If your team spends time logging into multiple client QBO files to complete reviews, Books Close’s ability to centralize and automate close tasks in Intuit Accountant Suite can be a game-changer—saving hours, reducing errors, and improving audit readiness. For solo bookkeepers or small firms with straightforward needs, Books Review offers plenty of value at no additional cost. For larger or fast-growing practices, the efficiency, control, and peace of mind from Books Close may easily justify the monthly fee.