Webcast: QuickBooks Client Data Review: An Accountant's Best Friend (XSQBDR17)
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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.

8/2/2017
When: 08/02/2017
12:00 PM until 2:00 PM
Where: Webcast
SURGENT
QBDR-2017-01-WEBNR-214-01
United States
Presenter: Ilene Eisen, CPA, CITP, MBA


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Acronym XSQBDR17
CPE 2 hours
Vendor Surgent
Category
Management
Level Basic
Prerequisite Basic understanding of QuickBooks
Adv Prep None
Yellow Book? No
Designed for QuickBooks users in public accounting industry, government, and non-profit organizations who need to review company files in an efficient manner
Registration
Member $89
CPA Non-Member $114

The Member rate applies to LCPA members, other state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Course 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.

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

Topics

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