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.

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Upcoming CPE Webinars

Sep 24
In this jam-packed presentation Excel expert David Ringstrom, CPA will give you a crash-course in creating spreadsheet-based dashboards. A dashboard condenses large amounts of data into a compact space, yet enables the end user to easily drill down into details when warranted.
Sep 30
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Oct 21
Kristen Rampe will share how to speak and write more effectively by understanding your own and your audience's communication style.
Oct 23
Amber Setter will show the value of leadership assessments as tools for individual and organizational leadership development initiatives.