Accounting Articles
Pre-Publication Scoop: Free Chapters on Intuit Statement Writer and Client Data Review in QuickBooks 2009
From Laura Madeira's QuickBooks Solutions Guide for Business Owners and Accountants
By: Intuit® ProConnection®
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With permission, we preview two chapters, on Intuit Statement Writer and Client Data Review, from the book by Laura Madeira, "QuickBooks Solutions Guide for Business Owners and Accountants." Each chapter focuses on features brand new to QuickBooks with the 2009 edition, and we want to be sure you have these available to you.
For You and Your Clients. Even before the book is shipped to bookstores, Que Publishing is giving readers of Intuit®
ProConnection® free access to one of the meatiest chapters - covering the all-new Client Data Review feature.
Laura Madeira is an Advanced Certified QuickBooks ProAdvisor® with over 20 years of industry experience. Learn more about Laura at her website here. Laura's book understands the collaborative model of QuickBooks, where both the business owner and the practitioner collaborate on bookkeeping, and so addresses her book to business owners and accounting professionals.
What's in the Book for Me or My Clients?
Laura tells us that she wrote the book "identifying each major area in QuickBooks (Chart of Accounts, Banking, Accounts Payable, Accounts Receivable, etc.)" and setting out the following:
- What the proper workflow is.
- What preferences or defaults will help or are necessary.
- How to best review your data (what reports and what you are to look for).
- How to fix errors you may find (different types of fixes and what precautions to take).
- How to handle unique transactions for that area.
"The end of every chapter has a checklist with multi-chapter cross references as needed," she writes. "This way a user could, if the index didn't help, see a more detailed check-list and find the appropriate page."
Sample Chapter: Intuit Statement Writer
This chapter walks the reader through the new Intuit Statement Writer, with notes and tips about the various functionality available. The chapter also discusses the new Company Snapshot feature and, for users new to QuickBooks, reviews the QuickBooks Report Center which is a returning feature.
Sample Chapter: Client Data Review
This chapter walks the reader through the new Client Data and Review center, with notes and tips about the various data review tools available.
Resources for You
- Full Chapter 16, "Intuit Statement Writer - New for 2009," from QuickBooks 2009 Solutions Guide for Business Owners and Accountants (Que Publishing). [Larger PDF File, 8 MB]
- Full Chapter 17, "Client Data Review - New for 2009," from QuickBooks 2009 Solutions Guide for Business Owners and Accountants (Que Publishing). [Larger PDF File, 8 MB]
- For information about the QuickBooks 2009 Solutions Guide, please visit www.quick-training.com.
Acknowledgment
Intuit thanks Que Publishing and author Laura Madeira for graciously allowing us to share these chapters with our readers.
Last Updated: 12/08/2008
