Client Data Review – Tracking Status of Review Tasks

by Laura Madeira | March 27, 2013 9:00 am

For accounting professionals using QuickBooks Accountant, review your client’s data using the Client Data Review (CDR) tool.

To see how this feature works, from the Accountant Menu, select Client Data Review and then choose to open the Client Data Review tool.

To help in managing the review of a client’s file, you have an associated status you can  assign to each review task. This feature is useful for your own reference or if several accounting professionals are reviewing the same file.

To assign a new status or change an existing status, click the Status drop-down list and choose from one of the available choices:

• Not Started (this is the default status assigned to all tasks when a review is started)
• In Progress
• Completed
• Not Applicable

(Optional) You can record a note about a particular task. Click the task note icon to the right of a task. (See image below.) The Task Notes dialog box will display, and you can document specific review notes for that task. These notes are included in the CDR notes when Save as PDF is selected.

When you return to a CDR in progress, or if you share the review with other accounting professionals at your firm, each individual can see the progress of a particular task in review.

After customizing the CDR to show or hide specific task groups, you should take one more precaution.

Before beginning the review and making changes to a client’s file, make sure you are logged in as an External Accountant type user. This ensures that your changes can be tracked separately from those made by the client and also gives you complete access to the Admin activities available in the CDR. For more information, read the “Creating an External Accountant User” section in Laura Madeira’s QuickBooks 2013 In Depth[2].

To see the currently logged-in user, look to the top-right corner of the CDR. CDR identifies the username and whether the user is an External Accountant, as displayed below.

You are now ready to begin the review process!

The Appendix sections in Laura Madeira’s QuickBooks 2013 In Depth[2] provide more details about the unique features and results you can expect when reviewing and correcting your client’s data file using this innovative feature. You will never want to do a review the “old fashioned” way again!

From Laura Madeira’s QuickBooks 2013 In Depth[2]

Source URL: http://www.quick-training.info/2013/03/27/client-data-review-tracking-status-of-review-tasks/

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