We all have clients who are using QuickBooks but are they all using it correctly? QuickBooks is very easy to use—once it has been set up properly and the clients have been trained on the proper method to enter transactions. However, many of these clients have learned to use the software by trial and error. Clients think that since a check looks like a check and an invoice looks like an invoice; they too can be a bookkeeper. Without training in accounting and time spent analyzing many of the different reports, quite often they believe everything is fine.
By going through the following issues, and the related “fixes” you will be better equipped to quickly and easily identify the most common QuickBooks errors clients make and understand the alternatives to effectively and efficiently correct the situation at hand.
Although it is never fun to tell a client they have been entering information incorrectly, this reality does provide you a great opportunity to develop a closer relationship with the client as their QuickBooks expert and to train them how to use the software to provide better business information for compliance and decision making purposes.
NOTE: Keep in mind that this FREE course includes the most common mistakes clients make, but it is by no means all encompassing of all the mistakes you will encounter
Course I wrote & recorded for Intuit Academy — includes a great PDF to keep for future reference. Here’s the course: http://bit.ly/2XPDml