Quick. Books Accountant 2. Quick. Books Accountant has customized features for accounting professionals. Manage client documents directly in Quick. Books to save time and be more efficient. Work on two Quick. Books files concurrently, create balance sheets by class, automatically identify and fix client errors and organize all your Quick. Books files in one place. Plus, get all the advantages of Quick. Books Pro. Save time by working in different company files at the same time; streamline your workflow by managing your clients’ company files, usernames, and passwords in one place; and improve productivity by simultaneously working on the same company file as your client. Quick. Books File Manager, available exclusively in Quick. Books Accountant 2. Quick. Books file management needs. Save time with specialized tools like batch reclassifying of transactions. New–Save Time by Working in Two Different Company Files at the Same Time. Increase your efficiency and improve your workflow by opening two different company files at the same time. Now you can enter inter- company transactions and field multiple client questions with greater ease. Intuit and QuickBooks are. Working Trial Balance. Compare QuickBooks Accountant Prior Years. Working Trial Balance — Gathers in one place the information you. Accountant's Copy — Accountant's Copy file transfer services across Intuit servers available for an. QuickBooks Accountant also includes a basic fixed asset management system and a working trial balance module that provide. New–Manage All Your Clients’ Files, Passwords, and Company File Upgrades in One Place. Save time searching for the right version year of Quick. Books to open your client files, remembering countless usernames and passwords, and upgrading client files to the latest version year. Quick. Books File Manager, available exclusively in Quick. QuickBooks keeps your books balance by entering transactions for you and. More time to grow my business and less time working it. Intuit does not warrant or guarantee the.Books Accountant 2. Quick. Books file management needs. This standalone application can be accessed as an icon on your desktop, or via the Accountant menu. Streamline how you organize Quick. Books files, and see all Quick. Books files on your PC from one easy- to- read window. Files are organized by type, location, version year, and last date modified. Group clients and their Quick. Books files by common characteristics and add notes for each client. Spend less time managing and finding usernames and passwords with the built- in password vault. Reduce the time it takes to upgrade Quick. Books files using the automated batch upgrade tool instead of upgrading files individually. New–Get Deeper Insights Into Your Clients’ Business Faster and More Accurately. No more complex, time- consuming workarounds, or separate spreadsheet, now you can create balance sheets by class directly in Quick. Books Accountant 2. New–Save Time Creating Identical Invoices. Save time and streamline workflow by creating identical invoices in batch instead of individually. Great for companies that provide services on a recurring basis! Improved–Streamline the Process of Combining Your Changes to Your Clients’ Accountant’s Copy Company File. You no longer have to rely on your clients to merge your changes; Intuit now does it for you across our secure servers. Your clients will receive an email notice that an updated file is available. Clients then open their company file and from the File menu, select Accountant’s Copy Import Accountant Changes. Quick. Books will then automatically import changes to the company file without further actions from your client. A fee of . 9. 5 per year applies for access to Intuit’s secure servers. New–Save Time Using Client Data Review in Multi- User Mode. You can now use Client Data Review in multi- user mode! For the first time, you can write- off invoices and reclassify transactions in batch (versus individually), easily see changes to account balances on one screen, and more–all while multiple users access the same file. Save an Average of Four Hours Per Client by Quickly Finding and Fixing Common Data Entry Errors With This Unique Set of Eight Specialized Tools. Client Data Review automates and consolidates separate processes so that accountants can quickly find and fix common data entry errors. This set of 8 specialized tools, available only in Quick. Books Accountant, can be accessed under the Accountant menu and will help you: Create balance sheets by class directly in Quick. Books Accountant 2. Quick. Books Accountant 2. Quick. Books program and includes fully functioning current- year editions of Quick. Books Pro, Premier and Industry Editions for Windows. No more waiting for a client to finish working on a file–while they work in the current period, you can work in the past period. You can reclassify transactions individually or group transactions if you are reclassifying them to the same account. Write- off invoices in batch instead of individually. This tool allows you to specify and write off a group of invoices to the write- off account you specify. There is no limit to the number of invoices you can write off at one time. Internally, each invoice that you write off is discounted. A memo is added to the invoice and the discount transaction. All invoices that you write off with this feature are tracked. To see the list anytime during the review, select Audit Trail of Review from the Client Data Review center. Identify multiple payments that appear to be sales tax payments, but were not recorded with the Pay Sales Tax function from one window. This happens when a client uses a regular check to pay Sales Tax. Using checkboxes, you can change all or some of the payments to Sales Tax Check with just a few clicks. Quickly see and then fix inventory discrepancies from one screen. This tool contains several views of potential inventory problems. By changing which items are shown and the inventory criteria, you can see items in a way that best suits your client’s company. After the inventory list is shown, you can Quick Zoom to an inventory item and correct any errors. Status columns help identify irregularities in inventory, such as negative quantities or items that are out of balance. Easily identify added, changed, deleted, or merged list items from the previous review period. The Review List Changes tool reports all list changes for the Chart of Accounts, Item List, Payroll Items, and Fixed Asset Items. This tool also contains direct access to the Customer and Vendor Centers and the Review Item Setup window. Easily see changes to account balances from the previous close. The beginning balances in a client’s books for the review period can be different from the balances from the accountant’s records for the previous period. This feature displays the differences in balances and suggests adjusting entries to correct the opening balances. Match unapplied vendor and customer payments/credits with invoices/charges from one window. This tool helps clean- up unlinked transactions by listing payments/credits in the right column and invoices/charges in the left column. Using checkboxes you can select which payments/credits to match up with invoices/charges. Clear- up undeposited funds account from one screen. If a deposit is created manually, rather than by selecting payments in the Payments to Deposit window, the amount of the payment can stay in the Undeposited Funds account indefinitely. From one screen, this tool allows you to link deposits to payments so you can quickly clear out the Undeposited Funds account. Save Time and Money by Working From One Edition of Quick. Books. Quick. Books Accountant 2. Quick. Books program and includes fully functioning current- year editions of Quick. Books Pro, Premier and Industry Editions for Windows–so you can easily view client files in whichever version they use, allowing for easier collaboration because you see exactly what your client sees. Improve Productivity by Simultaneously Working on the Same Company File as Your Client. Reduce your and your clients’ downtime and increase efficiency by simultaneously working on the same files as your clients. No more waiting for a client to finish working on a file–while they work in the current period, you can work in the past period. Save Time Calculating Depreciation. Quick. Books Accountant features a fully functional fixed asset manager, so you can manage depreciation directly in Quick. Books. Save Time With a Built- in Working Trial Balance. Save time using the integrated Working Trial Balance. View beginning balances, current period transactions, period adjustments, and ending balances for any time frame. Enter workpaper references. Make adjusting entries and print an adjusted trial balance. Grow Your Practice Using Multi- Currency. Quick. Books Accountant supports all global currencies, making it easier for you to support clients, who conduct business with international customers and vendors. Track sales and expenses abroad just as you do for U.
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