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Client Data Review
Client Data Review is significantly expanded in the 2011 Accountant’s Edition. Where else could you Batch, Reclassify or Troubleshoot Inventory?
Use Client Data Review (CDR) within an Accountant’s Copy for a powerful cleanup. Now that the Accountant’s copy in 2011 has become more flexible with regard to clients’ versions, you may find CDR is your “go to” tool for client fixes. Before you dive into CDR, get the heads up on limitation and exclusions on Accounts Receivable, Accounts Payable and Payroll. See the Help menu in the Accountant’s Edition for details.
See also:
- Special Keyboard Shortcuts
- Calculate On The Fly
- QuickBooks File Manager
- Multi-Task: Simultaneous Open of Two QB files
- 1099 E-File Service by Intuit
- Scan, Create PDF and Link — Transaction, Customer or Vendor
- Bank Reconciliation Tools
- Accountant’s Copy Gets Easier
- Client Data Review
- Get Employees to Use Timesheets + QB Payroll