Product Tips
QuickBooks 2007 Master Tip CollectionTen Steps to Cleaning Up Your Client's QuickBooks® DataBy: Joe Woodard, Certified QuickBooks ProAdvisor®
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Over the years, Intuit® ProConnection® has published a number of Master Tips on using QuickBooks financial software, many from Certified QuickBooks ProAdvisor®, Advanced Certified QuickBooks ProAdvisor, and QuickBooks Certified Trainer, Joe Woodard.
Joe is well-known to thousands of ProAdvisors and QuickBooks consultants for his ace training, often for Intuit or The Sleeter Group. Now, by special arrangement with Intuit Academy, Intuit ProConnection has arranged to make available the complete 2007 version of
Ten Steps to Cleaning Up Your Client's QuickBooks Data
available to you as our thanks for reading the newsletter.
This great 96-page publication covers how to troubleshoot these important areas of client activity as they work with
QuickBooks 2007:
- Posting Lists
- Beginning Balances
- Cash Position/Bank Reconciliation
- Undeposited Funds
- Accounts Receivable and Payable
- Inventory
- Sales Tax Payable
- Payroll Liabilities
- Opening Balance Equity
- The Income Statement
Free Download: Full Publication
To help you provide complete value to your clients and make your life easier, we wanted to share the full text of this publication - previously only available to attendees of the Intuit Academy. But now you can have the full version of this resource in PDF format.
Note: Loading times will vary depending on your Internet access. The PDF file is 3.4 MB. You can right-click on the link below and choose "Save Target As...:" to save the PDF file to your hard drive.
| Ten Steps to Cleaning Up Your Client's QuickBooks Data |  [PDF, 3.4 MB] |
Free Downloads: Individual Chapters
If the size of the full PDF file is problematic, you may have better luck downloading individual chapters. (The overhead of the PDF still keeps the size fairly high.)
- QuickBooks Posting Lists (PDF, 1.4 MB)
- Troubleshooting Beginning Balances (PDF, 1.3 MB)
- Cash Position/Bank Reconciliation (PDF, 1.2 MB)
- Troubleshooting Undeposited Funds (PDF, 1.3 MB)
- Troubleshooting Accounts Receivable and Payable (PDF, 1.3 MB)
- Troubleshooting Inventory (PDF, 1.1 MB)
- Troubleshooting Sales Tax Payable (PDF, 1.5 MB)
- Troubleshooting Payroll Liabilities (PDF, 1.4 MB)
- Troubleshooting Opening Balance Equity (PDF, 1.6 MB)
- Troubleshooting the Income Statement (PDF, 1.2 MB)
About the Intuit Academy
The Intuit Academy is Intuit's program of live training sessions to help accounting professionals improve their end-to-end accounting and tax workflows, detect and correct client accounting errors, and build their practices.
The Academy is often presented at major accounting trade shows. Check the trade show nearest you.
About Intuit ProConnection
Intuit ProConnection is a free informational service in which we send you the best information we can find on Intuit
products and how you can serve your clients better.
Learn more or subscribe here.
Joe Woodard Looking Ahead to 2008
Joe tells us he is going to be expanding and updating these troubleshooting procedures for QuickBooks 2008 as part of a book called QuickBooks at Tax Time. He says the book will be available for order through his website, www.cfsatlanta.com this September.
Last Updated: 06/15/2007
