Intuit Academy: Cleaning up at year-end with the QuickBooks Client Data Review

CDR can help reduce non-billable time. Becoming more productive and efficient can streamline your quarterly reviews and/or year-end procedures to meet deadlines in a more timely fashion. Your clients can benefit from these improvements resulting in an increase in client satisfaction, referrals, and profitability.

Download this course from the Intuit Academy today:

Save up to Four Hours from QuickBooksClean-up Utilizing Intuit’s Client Data Review

Earn one hour of free CPE by taking the related course offered by Intuit:!

 

 

 

Learn how other accounting professionals say they can save up to 4 hours when cleaning up a client’s data file by using the Client Data Review (CDR) feature in QuickBooks Premier Accountant 2010. In this course, you’ll discover how Intuit has taken this feature to the next level to enable you to be even more productive! Learn about the 4 new tools as well as existing tools in Client Data Review that can help you quickly and easily find and fix mistakes in your client’s files.


Already a member? log in here.

Editor's Choice

Upcoming CPE Webinars

Dec 3The materials discuss the concepts and principles in the AICPA’s new special purpose framework.
Dec 8Kristen Rampe will cover how to diffuse the tension in challenging situations in this one-hour webinar.
Dec 9A key component to improving your firm’s workflow efficiency while enhancing your profitability at the same time is how you leverage emerging technologies.
Dec 16Kristen Rampe will give tips on how to bring confidence into the room and build a valuable network.