With Client Data Review, you can find and fix client entry errors faster – you can fix common data entry errors in batches all from a single window
1. Fix incorrectly recorded VAT payments
Identify multiple transactions that appear to be VAT payments but were not recorded with the Pay VAT function then turn them into VAT payments with just a few clicks.
2. Write off invoices
Write off uncollectible invoices to the account of your choosing.
3. Clear up undeposited funds
Find deposits that were created manually, then quickly link them to undeposited payments to clear out undeposited funds.
4. Reclassify transactions – quickly reclassify hundreds of transactions from a single window.
Find a batch of transactions that may have an incorrect account and reclassify them into the correct account, instead of doing them one by one as you had to do in the past.
5. Troubleshoot stock
This tool contains several views of potential stock problems. Status columns help identify irregularities in stock, such as negative quantities or items that are out of balance.
6. Review list changes
Easily identify added, changed, deleted or merged list items from the previous review period.
7. Troubleshoot prior account balances
Displays the differences in ending account balances from your records for the previous period and suggests adjusting entries to them.
8. Fix unapplied customer and supplier payments and credits
Identify and apply unlinked payments and credits to the appropriate customer invoices and supplier bills.
QuickBooks ProAdvisors get a free copy of QuickBooks Accountant Edition with their subscription. Find out more about the ProAdvisor Programme.
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