Think job costing in QuickBooks Online is clunky, limited, or just plain confusing? You’re not alone. But here’s the real question: are you underusing what’s already there?

In this session, we’re digging into what job and project costing actually looks like inside QuickBooks Online, and where it works well (and where it doesn’t). We’ll break down practical workflows for tracking income, labor, materials, and profitability by job so you can stop guessing and start seeing real numbers.

We’ll also cover:

• How Project tracking functions in QBO and what it can (and can’t) handle
• Job costing strategies for contractors and field service businesses
• Tracking equipment and assets tied to specific jobs
• Inventory considerations for specialized trades
• When you may need to integrate a tool like Fishbowl for more advanced inventory management

If you work with contractors, construction clients, or specialized trades that need tighter cost visibility, this session will give you clarity on what’s possible, and what requires a smarter tech stack.

Because sometimes the answer isn’t “QuickBooks can’t do that.”
It’s “You just haven’t set it up strategically.”

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Sharring Fuller who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.

Connect with Sharrin's Clone and Conquer Hub: https://snip.ly/SharrinQBPH
Get QuickAnswer with Dan's School of Bookkeeping Community: https://snip.ly/QuickAnswers

Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog

Register for upcoming webinars at https://www.qbpowerhour.com/

Comparing Books Close to the Books Review Feature for Accountant Users

There’s more than one way to “lock things down” in QuickBooks Online… but which one actually makes sense for your firm?

In this upcoming QB Power Hour, we’re breaking down the real differences between Books Review and Books Close for accountant users. What do they actually do? Where do they overlap? And most importantly are you adding steps that don’t move the needle?

We’ll dig into:

What Books Review is designed to streamline (and where it shines)

What Books Close actually locks down and what it doesn’t

Workflow implications for monthly and year-end processes

Risk management, team accountability, and client impact

Whether using both is strategic… or just extra clicks

As always, this won’t be theory. We’ll keep it practical, candid, and focused on what matters in real firms doing real work.

If you’ve been wondering whether the “juice is worth the squeeze” when it comes to your close process, this session is for you.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Sharring Fuller who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.

Connect with Sharrin's Clone and Conquer Hub: https://snip.ly/SharrinQBPH
Get QuickAnswer with Dan's School of Bookkeeping Community: https://snip.ly/QuickAnswers

Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog

Register for upcoming webinars at https://www.qbpowerhour.com/

00:00 Welcome and Agenda

01:19 Webinar Format Updates

02:57 New Series Categories

04:25 Housekeeping and Q&A

05:48 Poll on Books Review

07:54 Why Use Books Review

09:47 Desktop 2023 Discontinuation

13:32 Will Desktop End Soon

18:53 Books Close Overview

21:00 Playbook and Task Sections

23:22 Books Review New Experience

25:37 Where to Find Books Review

28:21 Need Global Templates

29:36 Finding Books Close Tool

30:01 Feature Comparison Spreadsheet

33:23 Cleanup Versus Pre Close

35:05 Who Books Close Is For

38:12 Reconciliation Inside Tool

43:37 Transaction Review Controls

46:44 Payee Review And 1099s

48:48 Final Review Wrap Up

52:09 Pricing Beta And Billing

55:02 Removing Clients Limitation

57:39 Next Session And Farewell

This isn’t your typical webinar, it’s an open floor.
Each session is driven by what’s happening right now in the Facebook group, plus any QuickBooks or Intuit updates worth your attention.

We’ll keep it loose, practical, and interactive:

Answering real questions from real users

Breaking down QB changes (only if they matter)

Giving you clarity you can actually use

Show up with questions. Leave with answers.

01:23 Webinar Changes and Registration
06:24 New Series Lineup and Agenda
09:25 Construction Edition Overview
13:57 Construction Features and Pricing
18:24 QB Payments and Affirm
24:05 Payment Links Pros and Cons
27:39 Inventory Enhancements Rollout
32:02 Item Receipts and Receiving Methods
35:13 Inventory Offset Risks and Reactions
37:28 QBO Inventory Levels
39:13 Reseller Inventory Fit
40:06 Moving Average Costing
42:09 Inventory Add On Pricing
44:10 What Is QuickBooks Ledger
46:15 Physical Counts Tools
48:17 Intuit Intelligence Prompts
51:20 AI Wins And Fails
58:10 Accountant Suite Consolidation
01:00:31 Community And Wrap Up