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QuickBooks Client Data Review: An Accountant's Best Friend (QBDR)

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QuickBooks Client Data Review: An Accountant's Best Friend (QBDR)

  • Customer Rating
  • Field of Study
    Computer Software & Applications
  • Level
    Basic
  • Credits
    2
  • Qualifies for

    CPE

Overview

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.

Major Topics:

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

Learning 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

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 Preparation:

None

  • It was an awesome course. I have recommended it to a couple of CPA friends.

    - A Surgent Customer

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.
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