Limited time. 50% OFF QuickBooks for 3 months.

Buy now & save
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get unlimited expert tax help and powerful accounting in one place. Check out QuickBooks Online + Live Expert Tax.

Reply to message

View discussion in a popup

Replying to:
Paul  Newman
Level 3

Reply to message

Hi @victoriah1956,

 

One of the best practices to clean up mistakes in QuickBooks Desktop (QBDT) is to use the Client Data Review (CDR) tool. The CDR tool allows you to review and fix common errors in your client's data, such as incorrect transactions, account balances, sales tax, inventory, and payroll. You can access the CDR tool from the Accountant menu in QBDT. Some of the benefits of using the CDR tool are:

- It saves you time by identifying and resolving issues in one place.
- It helps you maintain accuracy and consistency in your client's data.
- It provides you with reports and summaries of the changes you made.
- It allows you to undo or restore changes if needed.

To learn more about how to use the CDR tool, you can visit this link: https://quickbooks.intuit.com/learn-support/en-us/client-data-review/use-the-client-data-review-cdr-...

 

Thanks 

Paul

Need to get in touch?

Contact us