Intuit Accountant Suite is the New QBOA: Pt. 3 - Books Close

One of the new features for Intuit Accountant Suite is Books Close. Rachel and Dan discuss this feature and how it can streamline key client workflows.

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00:00 Technical Difficulties and Introductions
01:11 Intuit Accountant Suite Overview
03:37 Pricing and Features Discussion
04:51 Evolution of QuickBooks Online Accountant
06:38 Integration with External Apps
08:46 New Features and Tools
11:17 Comparing Internal and External Solutions
22:37 Core vs Accelerate Plans
30:44 Understanding Books Close and Its Features
33:42 Books Close Pricing and Beta Program Details
35:02 Navigating the Books Close Function
37:17 Templates and Preferences in Books Close
40:00 Transaction Review and Reconciliation
42:47 Final Review and Client Management
55:37 Comparing Books Close with Other Tools
56:14 Conclusion and Next Steps