Surgent's QuickBooks: Save Time with QuickBooks Desktop Accountant Tools (QBDR)


QuickBooks Desktop Accountant Tools were created for accountants to identify and correct errors in a client's QuickBooks company file. Save time and easily find and correct errors that you may not have noticed previously or were too time consuming to correct individually. Account Tools are now available to internal accounting staff with the QuickBooks Premier - Accountant, QuickBooks Enterprise, and/or with a ProAdvisor membership.


Wednesday, October 2, 2019
Registration Time: 6:00pm
6:00pm – 8:00pm

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Course Type

On-line Live Vendors

CPE Credit

2.00 hours CPE credit

Field of Study

Specialized Knowledge & Applications

Level of Knowledge


Designed For

QuickBooks users who need to review QuickBooks Desktop company files and make changes and corrections efficiently


Surgent McCoy CPE, LLC


Basic understanding of QuickBooks

Advanced Preparation



  • Client Data Review Overview
  • Client Data Review (CDR) Sections
    • Account Balances & List Changes
    • Accounts Receivable &  Accounts Payable & Inventory
    • Sales Tax  & Payroll Tax Liability 


  • Identify how to increase efficiency & accuracy with CDR tools
  • Use the CDR tools to fix errors quickly with various tools including troubleshooting account balances and reclassify transactions
  • Learn to manually correct errors identified by CDR such as find incorrectly paid payroll liabilities


N/A (This is a webcast)
Member Fee $89.00
Non-Member Fee $89.00
Your Price $89.00

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