Mobile Edition

QuickBooks: Save Time with QuickBooks Desktop Accountant Tools (QBDR) (SUQBDR04)

Date:Wednesday, October 2, 2019
Time:7:00 PM - 9:00 PM
(Registration at 6:30 PM)
Facility:Webcast or Webinar, Online
CPE Credit:2.0 Technical Business
Instructor: Ilene Eisen
Vendor:Surgent McCoy
Course Level:Basic
Early Bird Price:$89.00 FICPA Members, $119.00 Non-Members

QuickBooks Desktop Accountant Tools were created for accountants to identify and correct errors in a client's QuickBooks company file. Save time and easily find and correct errors that you may not have noticed previously or were too time consuming to correct individually. Account Tools are now available to internal accounting staff with the QuickBooks Premier - Accountant, QuickBooks Enterprise, and/or with a ProAdvisor membership.

  • 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

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 

Who Should Attend:
QuickBooks users who need to review QuickBooks Desktop company files and make changes and corrections efficiently

Basic understanding of QuickBooks

Advanced Preparation:


If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.