Accounting & Bookkeeping & Small Business Forum

[mrbill0626]

Does any one have any ideas about how to use Quickbooks to do client write-up work? I have been on the QB web site doing the test drive for the Accountants edition and it looks to me like it's more of instruction for clients and how to do their in-house accounting than for someone like a Public Bookkeeper or a CPA who does their bookkeeping. I'd like to know what others think.

Thanks

Bill

[QBConsultant]

QB Premier Accountant edition has a great Working Trial balance feature! You can enter the numbers from the client's trial balance, enter adjustments, and even enter workpaper references. Especially if the client is using QB--you can restore their back up file and drill down to the info to identify errors easier.

Premier Acct edition also includes a fixed asset manager and a financial statement designer. MANY accountants use it for client write up work--not just monthly bookkeeping for clients. It will also integrate with ProSeries and Lacerte for tax prep.

Have you checked into the ProAdvisor Program? When you join, you will get the current edition and all new releases during your membership (ie you'd get 2008 & 2009) of QB Premier Acct Edition. You also get QB enterprise--acct edition (single user), access to training materials, a dedicated tech support number (in Phoenix, AZ), and many more benefits.

I'm very QB biased--I love it!!!

[Ken]

For the write-up side I tend to use the registers in QB quite a bit. If I am getting daily cash reports or Z tapes from my customers, I make an invoice with only the fields that I want to record and it goes very quickly and smoothly.