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QuickBooks Client Data Review – Tools to Easily Correct Errors (QBDR)
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Client Data Review is a tool designed to help the external accountant examine, reconcile, and correct a QuickBooks company file efficiently and easily. This program will discuss the tools included in this feature and how they can be accessed from the various versions of QuickBooks Pro, Premier, Accountant, and Enterprise Solutions.

12/2/2015
When: 12/2/2015
11:00 AM - 1:00 PM
Where: Webcast/Webinar
Presenter: Ilene Eisen, CPA, CITP, MBA
Contact: April Deneault
801-834-6634


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Client Data Review is a tool designed to help the external accountant examine, reconcile, and correct a QuickBooks company file efficiently and easily. This program will discuss the tools included in this feature and how they can be accessed from the various versions of QuickBooks Pro, Premier, Accountant, and Enterprise Solutions.
 

Objectives:

* Describe methods for accessing Client Data Review in QuickBooks Pro,  Premier, and Accountant * Create an External Accountant type user in both QuickBooks Pro/Premier and QuickBooks Enterprise Solutions * Recognize Client Data Review tools that are not available in other menu options * Learn to use the Client Data Review tools not found in other parts of QuickBooks

 

Major Subjects:

* Client Data Review Basics * Account Balances * Review  List Changes * Accounts Receivable & Accounts Payable * Sales Tax & Payroll Tax Review * Inventory


Designed For:

QuickBooks users in Public Accounting industry, government, and Non-Profit Organizations who need to review company files in an efficient manner

Prerequisite: Basic understanding of QuickBooks

Advanced Prep: None

 

Speaker: Ilene Eisen, CPA, CITP, MBA

Vendor: Surgent McCoy

Field of Study: Spec. Knowledge (2)

Level: Basic

CPE Credit: 2 Hours

Acronym: QBDR

 

Registration Fees:

$89

  

Register here


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