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QuickBooks Client Data Review: An Accountant's Best Friend (QBDR)
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Client Data Review is a tool created for Accountants to identify and correct errors in a client’s file. This tool is available in the Accountant Tool Box in desktop versions and in QuickBooks Online for Accountants version. Save time and easily find and correct errors that the client may not have noticed previously or were too time consuming to correct without this feature.

 Export to Your Calendar 9/6/2017
When: Wednesday, September 6, 2017
2:00:00 PM - 4:00:00 PM
Where: Webinar/Webcast
United States
Presenter: Ilene Eisen, CPA, CITP, MBA
Contact: April Deneault
801-466-8022


Online registration is available until: 9/6/2017
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Description:

Client Data Review is a tool created for Accountants to identify and correct errors in a client’s file. This tool is available in the Accountant Tool Box in desktop versions and in QuickBooks Online for Accountants version. Save time and easily find and correct errors that the client may not have noticed previously or were too time consuming to correct without this feature.

Subjects:

  • Client Data Review Overview
  • Client Data Review (CDR) Sections
    • Account Balances & List Changes
    • Accounts Receivable &  Accounts Payable & Inventory
    • Sales Tax  & Payroll Tax Liability 

Objectives:

  • Identify how to increase efficiency & accuracy with CDR tools
  • Use the CDR tools to fix errors quickly with various tools including troubleshooting account balances and reclassify transactions
  • Learn to manually correct errors identified by CDR such as find incorrectly paid payroll liabilities
Design For:

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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