QuickBooks 2010 Solutions Guide for Business Owners and Accountants

Chapter 17. Detecting and Correcting with the Client Data Review Feature

• Introduction: Features and Benefits

• Starting a Client Data Review

• Customizing the Client Data Review Center

• Account Balances

• Review List Changes

• Accounts Receivable

• Accounts Payable

• Sales Tax

• Inventory

• Payroll

• Bank Reconciliation

• Miscellaneous

• Finishing a Client Data Review

• Reopening a Client Data Review

• Reporting on Review Activity

• Creating an External Accountant User

Introduction: Features and Benefits

Improved for QuickBooks 2010 is the Client Data Review (CDR) feature, shown in Figure 17.1. CDR is a collection of tools and reports used primarily by accounting professionals to streamline the many tasks involved in reviewing, troubleshooting, ...