How do I access the Books Review Center in Quickbooks with the Craig's Design and Landscaping sample company?

steve_h · ‎December 06, 2025

I'm going through the Pro Advisor training and I've gotten stuck on the Period End module where it discusses the Book Review Center. I cannot find a way to access this center using the sample Craig's Landscaping company. My gut tells me this is because the sample company is not setup as a "client", but as a standalone sample company to play around with. The instructions say the Books Review is only accessible by "accounting pros accessing client accounts through QuickBooks Online Accountant". Is this the reason, or am I just missing something?

JayAnne_C

Welcome to the Community, Steve.

Let me help you with accessing the Books Review column in QuickBooks Online (QBO).

You’re right, the Books review feature is exclusive to QuickBooks Online Accountant (QBOA). Since the Craig's Design and Landscaping Sample Company used in training is a standalone sample file, the feature isn’t accessible there.

To utilize Books review during ProAdvisor training, you’ll need to add a company as a client in your QBOA firm account. Once added, you can access it from the Client list.

Here's how:

1. Go to Clients menu and Add client.

2. Complete the steps in adding a client to proceed.

3. Once done, navigate to the Bookkeeping tab under Client list.

4. You can now access the Books review from there.

For further assistance with QuickBooks-related questions, feel free to reply below.

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How do I access the Books Review Center in Quickbooks with the Craig's Design and Landscaping sample company?

How do I access the Books Review Center in Quickbooks with the Craig's Design and Landscaping sample company?

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