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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.
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12/21/2016
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When:
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Wednesday, December 21, 2016
11:00 AM - 1:00 PM
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Where:
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Webinar/Webcast
United States
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Contact:
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April Deneault
801-466-8022
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Online registration is closed.
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« Go to Upcoming Event List
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| Acronym |
QBDR |
| CPE |
2 hours |
Category
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Spec. Knowledge
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| Level |
Basic
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| Vendor |
Surgent |
| Who should attend |
QuickBooks users in Public Accounting industry, government, and Non-Profit Organizations who need to review company files in an efficient manner
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Prerequisite
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Basic understanding of QuickBooks
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| Fees: |
Early Bird
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Standard
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| Member |
N/A
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$89 |
| Non-Member: |
N/A
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$109 |
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The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801.466.8022, Monday through Friday, 8am to 4pm.
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Description:
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.
Major Topics:
- Client Data Review Basics
- Account Balances
- Review List Changes
- Accounts Receivable & Accounts Payable
- Sales Tax & Payroll Tax Review
- Inventory
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
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