QuickBooks® 2014 In Depth

A. Client Data Review

This appendix is provided for accounting professionals using QuickBooks Accountant 2014 or QuickBooks Enterprise Solutions Accountant 14.0. Client Data Review is a tool available with these editions of the QuickBooks software.

Reviewing client’s files can be a time-consuming process. Accounting professionals can save time working with their clients’ file using these features of Client Data Review:

• Reclassify hundreds of transactions all at once

• Write-off multiple open customer invoice balances at once

• Fix incorrectly recorded sales tax payments

• Quickly troubleshoot inventory issues

• Identify changes clients made to the lists in QuickBooks

• Troubleshoot beginning balance changes from year-to-year

• Apply open vendor ...