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Surgent's 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.

 Export to Your Calendar 12/21/2016
When: Wednesday, December 21, 2016
11:00 AM - 1:00 PM
Where: Webinar/Webcast
United States
Contact: April Deneault
801-466-8022


Online registration is available until: 12/21/2016
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Acronym QBDR
CPE 2 hours
Category
Spec. Knowledge
Level Basic
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

Prerequisite
Basic understanding of QuickBooks
Fees: Early Bird
Standard
Member N/A
$89
Non-Member: N/A
$109

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.

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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