How to Use the Client Data Review Commands in QuickBooks - dummies

How to Use the Client Data Review Commands in QuickBooks

By Stephen L. Nelson

The Client Data Review command is available in the Accountant Edition versions of QuickBooks Premier and QuickBooks Enterprise Solutions. Choose Accountant→Client Data Review→Client Data Review command to display the Client Data Review – Start Review dialog box.


It starts you on a multiple-step process that walks you through the clean-up of a client’s QuickBooks data file, including utilities for finding and fixing unapplied customer and vendor payments and credits (a bane of bookkeepers everywhere), for performing wholesale reclassifications of transactions (useful for undoing wholesale errors), for cleaning up undeposited funds accounts and bad payroll liability account balances (common problems), and for writing off uncollectible invoices.

If you’re using an Accountant Edition of QuickBooks and want some tools for quickly cleaning up some poor client’s bookkeeping mess, therefore, check out these self-explanatory tools.

If you’re not using an Accountant Edition of QuickBooks, you may want to consider signing up as a QuickBooks Certified Pro Advisor just to get an Accountants Edition copy of QuickBooks. Note that the QuickBooks Certified ProAdvisor training covers the Client Data Review tools in detail.