QuickBooks at tax time: Cleaning up your client's QuickBooks data
By Joe Woodard, for the Intuit Academy
About the author
Joe Woodard is an Advanced Certified QuickBooks ProAdvisor and Intuit Solution Provider who has taught over 20,000 QuickBooks consultants across the country. Joe works with Intuit, state CPA societies, and Atlanta-area CPA firms to present advanced QuickBooks instruction to accounting professionals and software consultants. Joe has earned a unique relationship with Intuit as a trainer, consultant and author. Joe has built two successful accounting software consulting practices: the first in New Orleans, Louisiana and the second in Atlanta, Georgia – Creative Financial Software (CFS). In addition to consulting with small businesses, CFS provides advisory services to CPA firms and other QuickBooks ProAdvisors/Intuit Solution Providers across the country -- helping them to better service their clients who use Intuit products. Joe recently hosted the first annual Scaling New Heights QuickBooks conference in Atlanta.
- QuickBooks Tip: Tying the Profit and Loss to the Profit and Loss by Job
- Increase billings (and value) for existing QuickBooks clients
- Why your client's sales amounts in QuickBooks are probably wrong
Reprinted with permission from Intuit