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With a lot going on for each customer, it can be difficult to remain on top of whatever. Utilize the Books evaluate tool to complete particular jobs in each customer’s QuickBooks Online account each month. The Books evaluate tool concentrates on typical yet difficult accounting locations: insufficient deals, reconciliations, and account balances. It notes essential jobs so you can rapidly bind any loose ends and focus on work, and tailor your own jobs for evaluation. You can even work together on deals with your customer straight in QuickBooks, send out and get messages, and upload files. This video discusses a few of the brand-new functions in Books evaluate tool – Setup, Customer demands and Wrap-up. Not a QuickBooks Online Accounting professional user? Register now. https://quickbooks.intuit.com/ca/accountants/ Find out more about examining your customer’s books and the Books evaluate tool in QuickBooks Online Accounting Professional. https://quickbooks.intuit.com/learn-support/en-ca/manage-clients/do-month-end-reviews-to-finish-your-clients-open-tasks/00/670995