The 25 Must-See Reads & Videos of 2025 for QuickBooks & Accounting Professionals

Digital transformation went into overdrive in 2025. From AI-powered reconciliation to cloud-first workflows, the accounting landscape shifted faster than ever-leaving even seasoned QuickBooks users scrambling to keep pace. If you’re determined to sharpen your competitive edge in 2026, staying current on last year’s breakthrough ideas isn’t a luxury; it’s mission critical.

That’s why our team at Fourlane has curated this definitive roundup of 25 standout blogs, videos and case studies. You’ll find battle-tested advice on everything from multi-entity automation to advanced inventory tactics-content our community found most valuable for cutting close times, driving smarter decisions and navigating the latest Intuit innovations.

Resources such as the video “How Intuit Enterprise Suite Transforms Multi-Entity Accounting with AI & Automation” and the blog “10 Hidden QuickBooks Tricks Every Accountant Should Know” ranked among the five most-consumed pieces of 2025, underscoring just how hungry professionals are for practical guidance on automation and efficiency improvements.

Exploring Essential QuickBooks & Accounting Resources: #1–#5

Five pieces of content rose to the top because they address automation, cloud flexibility and faster closes-precisely the topics QuickBooks users flagged as their biggest priorities last year.

To set the stage, here’s what made each resource indispensable:

With these essentials in your toolkit, you’re ready to dive deeper into how each resource can transform daily work.

1. How Intuit Enterprise Suite Transforms Multi-Entity Accounting with AI & Automation

Managing a web of subsidiaries used to mean wading through endless spreadsheets and manual journal entries. This video shows how Intuit’s latest AI features automatically detect intercompany transactions, suggest eliminations and post them in real time. You’ll see consolidation dashboards that surface variances instantly, plus automation routines that cut the month-end workload by up to 60 percent-critical for CFOs juggling multiple P&Ls. Keeping an eye on these capabilities now positions you to scale seamlessly as new entities come online.

The spotlight on entity-level visibility naturally leads to another game-changer: leveraging the cloud for always-on access.

2. Fourlane CX – Take QuickBooks to the Cloud

If hybrid work taught us anything, it’s that desktop files can’t keep up with dispersed teams. In this session, our consultants unpack Fourlane CX, a managed hosting solution that moves QuickBooks to a secure cloud platform without disrupting your existing workflows. Users gain browser-based access, automated backups and bank-grade security-benefits that translate into faster approvals, real-time inventory updates and happier auditors. When teams can collaborate anywhere, process efficiency becomes the norm rather than the exception.

Building on cloud agility, the next resource tackles a question many growth-minded companies ask: which enterprise system really fits best?

3. Intuit Enterprise Suite vs. Sage: Key Differences Explained

Selecting an ERP-class platform is a pivotal decision, and this deep-dive blog offers the comparative clarity executives crave. It stacks Intuit Enterprise Suite against Sage on total cost of ownership, industry-specific functionality, customization depth and ecosystem support. You’ll learn why Enterprise Suite’s native integration with payroll, payments and e-commerce often tilts the scales, especially for businesses that want robust features without sacrificing usability. By dissecting licensing models, implementation timelines and long-term scalability, the author equips you to defend your shortlist to stakeholders and avoid costly missteps.

Armed with that strategic perspective, it’s time to zoom back in on a cornerstone of financial health: closing the books efficiently.

4. Month-End Close Process in QuickBooks Enterprise

Closing the month shouldn’t feel like a marathon. This tutorial video maps out a disciplined checklist-from reconciling subledgers to automating recurring journal entries-that compresses timelines and bolsters accuracy. You’ll see how to harness tools like the Closing Date feature, smart filters and customizable memorized reports, all while enforcing segregation of duties. The result is a smoother close, cleaner audit trails and the peace of mind that comes from real-time insights.

Once the heavy lifting is done, you can supercharge everyday efficiency with a few lesser-known power moves.

5. 10 Hidden QuickBooks Tricks Every Accountant Should Know

Below are ten often-overlooked gems that can shave hours off routine tasks and elevate data integrity:

  • Memorize complex transactions to eliminate repetitive entries
  • Use batch-enter transactions for rapid data import
  • Automate invoice reminders to accelerate collections
  • Leverage the Condense Data utility to archive prior-year details without losing history
  • Customize bank rules for flawless auto-categorization
  • Deploy price levels to maintain dynamic pricing without manual edits
  • Enable automatic cost updates when purchase costs change
  • Schedule reports to hit managers’ inboxes before morning stand-ups
  • Activate the accountant-copy toggle for simultaneous collaboration
  • Harness shortcut keys to navigate registers and reports at lightning speed

Collectively, these techniques create breathing room in your day time you can invest in analysis, strategic planning and client service.

With the fundamentals locked in, you can keep the momentum going by exploring five more resources that dive into real-world migrations, advanced pricing strategies and inventory mastery.

Diving Deeper: Must-See ERP & QuickBooks Resources #6–#10

A list of advanced QuickBooks topics highlights five mid-roundup standouts-each tackling migrations, strategic growth and power-user functionality that builds on the fundamentals covered earlier.

6. Switching from NetSuite to QuickBooks Online

In this case study, Donwil, a mid-market distributor, weighed rising license fees and complex customizations against the agility of QuickBooks Online. By migrating core financials, inventory and payroll to QBO, the firm trimmed annual software costs by 40 percent and cut monthly close time from ten to five days. Just as important, finance leaders gained access to a broader pool of QuickBooks-savvy talent, reducing onboarding time for new hires. Their experience proves that right-sizing your tech stack can unlock both savings and speed without sacrificing functionality.

That real-world win sets the stage for a broader look at where the QuickBooks platform is headed next year.

7. State of QuickBooks: What You Need to Know Going into 2026

This forward-looking analysis examines Intuit’s 2025 releases-think AI-assisted transaction categorization, deeper e-commerce integrations and tighter security defaults-and explains how each enhancement reshapes day-to-day workflows. It also flags upcoming subscription changes and sunset dates so you can budget upgrades before they become urgent. Armed with these insights, controllers can champion proactive roadmaps instead of scrambling under deadline pressure.

With a clear view of the future, savvy teams can turn their attention to maximizing revenue opportunities right now.

8. How to Use Price Levels and Price Rules in QuickBooks

Whether you’re running promotions or negotiating customer-specific pricing, manual price tweaks invite errors and bottlenecks. This tutorial walks you through setting up price levels, defining rule criteria and testing scenarios before they hit production. You’ll see how to apply discounts by class, item or customer type and even automate date-driven campaigns-critical for retailers and wholesalers juggling hundreds of SKUs. Once configured, these controls ensure consistency, protect margins and reduce reliance on spreadsheets.

Dynamic pricing is one growth lever; the next resource expands the toolkit with advanced Enterprise Suite capabilities.

9. Unlocking Growth with Intuit Enterprise Suite: Part 2

Part 2 of this series dives into scaling tactics that move beyond core accounting. You’ll explore integrated demand forecasting, purchase order automation and multi-warehouse tracking-features that add ERP-like horsepower without the sticker shock. Real client examples illustrate how tighter forecasting reduced stockouts by 25 percent and automated purchase approvals shaved days off procurement cycles. For companies eyeing rapid expansion, these insights can guide a phased, cost-effective path to enterprise-grade functionality.

Inventory complexity often spikes alongside growth, so mastering specialized tools is the logical next step.

10. Mastering Advanced Inventory in QuickBooks Enterprise

This video is a master class in exploiting Enterprise’s most powerful inventory tools. Viewers follow a live demo of serial and lot tracking, bin location mapping and real-time reorder alerts, all embedded directly in QuickBooks. By pairing barcode scanning with mobile sales-order processing, businesses have cut picking errors in half and shortened fulfillment cycles. If you’re juggling multiple warehouses, kitting assemblies or industry compliance requirements, these tactics deliver the visibility and control necessary to scale with confidence.

The next segment zeroes in on resources that streamline cash flow, reporting and payroll-key levers for boosting efficiency in 2026.

Optimizing Workflows: Must-See QuickBooks Resources #11–#15

For finance teams eager to fine-tune day-to-day operations, the next five entries focus on cash flow, reporting precision and payroll planning. These resources rose to prominence because they help users translate QuickBooks data into faster closes and sharper forecasts-essentials for any organization chasing sustainable growth.

11. Mastering Cash Flow Forecasting with QuickBooks

Healthy liquidity is the lifeblood of any organization, yet many teams still rely on static spreadsheets that lag reality. This guide shows you how to harness bank feeds, automated categorization and class tracking to build rolling 13-week forecasts directly inside QuickBooks. By marrying historical trends with real-time inflows and outflows, you’ll spot cash crunches sooner and model “what-if” scenarios-critical for making informed hiring, purchasing and investment decisions. Better still, scheduled report emails keep stakeholders in the loop without manual exports.

12. How to Use Custom Reports in QuickBooks

Standard P&L and balance sheet views only scratch the surface. This video walks you through setting up custom columns, filters and memorized report groups so you can track performance by location, project or product line. You’ll learn to embed key ratios, build pivot-style summaries and automate delivery schedules to department heads. The payoff is a self-service reporting ecosystem that slashes ad-hoc requests and empowers managers with the numbers they need when they need them.

Once reporting is streamlined, the next logical step is to examine how a strategic migration can magnify those gains.

13. From Sage 50 to QuickBooks: Faster Close at Utilities Supply, Inc.

This case study follows Utilities Supply, Inc., a regional distributor that wrestled with siloed data and lengthy reconciliations on Sage 50. By partnering with migration specialists, the company converted seven years of historical transactions, rebuilt its item master and automated bank feeds in QuickBooks. Post-go-live metrics are impressive: month-end close now wraps in three business days, and invoice processing time has dropped by 30 percent. The story illustrates that a well-planned switch can unlock efficiency without derailing day-to-day operations.

A successful move, however, hinges on meticulous data conversion-the next resource’s specialty.

14. The Importance of Conversion Services: Migrating to QuickBooks Safely

Data migration is more than a file transfer; it’s a calibrated exercise in mapping, validation and compliance. This in-depth blog breaks down the DRIVETM framework we use to assess current systems, cleanse records and stage parallel runs that catch discrepancies before cutover. You’ll discover methodologies for preserving audit trails, maintaining custom fields and ensuring continuity in reporting. By prioritizing governance and user training, the approach mitigates risk and paves the way for immediate productivity gains post-migration.

With core systems optimized, attention turns to a line item that affects every paycheck-upcoming payroll pricing changes.

15. Upcoming Intuit Payroll Pricing Changes – Fall 2025

Intuit’s slated fall update introduces tiered pricing aligned to headcount and feature usage. This explainer breaks down the new structure, highlighting cost thresholds, bundled HR add-ons and promotional credits for early adopters. Understanding these shifts now enables accurate budgeting and gives you leverage to negotiate multi-year discounts. More importantly, the article outlines actionable steps-like auditing inactive employees and consolidating company files-that can soften the impact on your bottom line.

Each of these resources arms you with tactical know-how to safeguard cash flow, accelerate reporting and stay ahead of cost changes. Next up are fulfillment, attachments and security-areas where QuickBooks power users continue to innovate.

Solving Challenges & Innovating: Must-See QuickBooks Resources #16–#20

Our latest review spotlights five standout pieces that help QuickBooks power users conquer operational pain points-ranging from order processing bottlenecks to post-breach recovery.

Each resource zeroes in on a specific challenge, offering tactical solutions you can replicate immediately.

16. Sales Order Fulfillment in QuickBooks Desktop

If shipments stall, cash flow follows suit. This video walks through setting up sales order workflows that sync availability, backorders and picking slips in real time. You’ll see how to leverage the Pick, Pack and Ship dashboard, automate status updates and integrate barcode scanners steps that collectively cut fulfillment cycles and reduce errors. For distributors and manufacturers alike, these enhancements translate directly into happier customers and faster revenue recognition.

Streamlining outbound logistics naturally raises the question of how you can harness that same precision for decision-making.

17. Building a Data-Driven Future with Financial Clarity at Brandwell

Brandwell’s case study offers a blueprint. After centralizing data in QuickBooks and layering on customized dashboards, the apparel company gained near-instant visibility into margin trends and inventory turns. Leadership credits the initiative with shaving 15 percent off excess stock and accelerating product launches. Their journey underscores the payoff of disciplined data hygiene and thoughtful reporting structures-foundations that empower proactive strategy instead of reactive firefighting.

Security, however, is the bedrock of any data strategy, as the next story makes clear.

18. Restoring Trust After a Cyber Threat in QuickBooks

When a targeted phishing attack compromised user credentials, this firm faced operational disruption and shaken client confidence. The ensuing recovery plan combined multi-factor authentication, role-based access reviews and encrypted backups to safeguard future transactions. Just weeks after the incident, the company reported full restoration of systems and regained customer trust through transparent communication and strengthened controls. The case reinforces the imperative of proactive cybersecurity and incident response planning.

With resilience addressed, global ambitions come into focus-starting with currency management.

19. QuickBooks Desktop Multiple Currencies: Setup & Reporting

Expanding overseas introduces exchange-rate volatility that can muddy financial statements. This guide walks you through enabling multi-currency, mapping accounts and automating daily rate updates. You’ll learn how to invoice customers in local denominations while maintaining a functional currency ledger, and how to generate consolidated P&L reports that satisfy both management and auditors. The payoff is clearer visibility into foreign revenues and a smoother close process for multinational entities.

Finally, effective documentation keeps global and local operations humming.

20. How to Use Attachments in QuickBooks Enterprise

Paper chasing is productivity’s silent killer. This tutorial reveals how to link invoices, receipts and signed contracts directly to transactions, customer records and vendors within QuickBooks. By standardizing folder structures, enforcing naming conventions and leveraging batch upload tools, teams have reduced document-retrieval time by up to 70 percent. Auditors appreciate the one-click access, and managers gain the assurance that every approval, bill and warranty is just a search away.

These innovations prove that with the right playbook, QuickBooks can handle far more than basic bookkeeping. The final section turns to advanced features and inspiring success stories that cap off our top 25 resources.

Advanced Practices & Real-World Wins: Must-See QuickBooks Resources #21–#25

The final five resources rose to the top because they marry advanced feature mastery with inspiring tales of resilience and control. Together, they show how QuickBooks power users convert complex requirements into streamlined, audit-ready workflows.

21. How to Use Item Receipts in QuickBooks Enterprise

Receiving inventory before the invoice lands is common, yet mismatched dates can distort COGS and payables. This tutorial shows how to enable item receipts, match them to bills when they arrive and flag variances automatically. By separating the physical receipt from the financial obligation, you maintain real-time stock accuracy and prevent surprise margin swings.

With receipt accuracy locked in, the next case study illustrates how disciplined processes can conquer even the toughest inventory headaches.

22. Resolving Deep-Rooted Inventory & Accounting Challenges

A manufacturer battling perpetual inventory shortfalls and write-offs partnered with experts to overhaul its item setups, barcoding and reconciliation cadence. Within two quarters, shrinkage fell by 35 percent and on-time deliveries improved markedly. The narrative underscores that marrying operational tweaks with QuickBooks best practices can reverse long-standing pain points and pave the way for scalable growth.

Once inventory is back on track, attention naturally turns to the assets that keep operations humming.

23. How to Manage Fixed Assets in QuickBooks

This comprehensive guide walks you through creating asset items, assigning classes and automating depreciation schedules in line with GAAP. You’ll learn to attach purchase documents, track maintenance costs and generate audit-ready roll-forward reports-all without exporting to third-party tools. The payoff is fewer spreadsheet errors and faster preparation for tax season.

Robust asset tracking sets the stage for system stability-something the next success story brings to life.

24. How CaliberMRI Restored Stability in QuickBooks Enterprise

CaliberMRI faced chronic data corruption that threatened timely reporting and investor confidence. By implementing a disciplined backup regimen, segmenting user roles and upgrading to hosted Enterprise, the team eliminated crashes and regained a reliable month-end process. The case proves that proactive infrastructure and governance choices can transform QuickBooks from a pain point into a strategic asset.

Finally, no discussion of best practices is complete without a solid game plan for closing the books.

25. Year-End Close in QuickBooks Desktop: A Practical Walkthrough

Closing the fiscal year demands precision and foresight. This walkthrough delivers a granular checklist: verify inventory counts, reconcile every balance-sheet account, run the Verify and Rebuild utilities, and set a closing date with password protection. Following these steps not only locks prior-year data from accidental edits but also ensures clean comparative reports for the year ahead.

With these advanced tactics and success stories in hand, you now have a full arsenal for tackling 2026 with confidence.

Empowering Your 2026 Success with Fourlane’s Expertise

As the 25 resources in this roundup prove, yesterday’s breakthroughs can become tomorrow’s competitive baseline. They cover every stage of the finance journey-from first login to multi-entity automation-giving you a clear blueprint for tighter controls, faster insights and scalable growth. Mastery of features such as item receipts and fixed-asset tracking consistently separates high-performing finance teams from the pack, providing the process discipline that auditors and executives prize.

When you’re ready to turn these insights into measurable wins, we’re here to help. Here at Fourlane, we’ve guided thousands of organizations through migrations, advanced inventory rollouts and cloud transformations. We can work with you to tailor these proven tactics to your unique workflow, integrate the right QuickBooks solutions and set you up for a standout 2026.

Explore these top resources, connect with Fourlane for expert guidance and start optimizing your QuickBooks environment today. Your next level of efficiency, accuracy and growth is just one conversation away.

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