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QuickBooks Advanced Certification Additional Training

QuickBooks Files: Sharing, Managing, and Maintaining Data Integrity

In this course, you'll learn how to install QuickBooks on a network and how to configure it for multiple users. You'll learn how to identify and correct some common setup errors. You'll also learn about the tools available in QuickBooks to help protect and maintain your clients' data. Finally, you'll learn about different ways you can access your clients' data files.

Setting up QuickBooks on a Network

  • Understanding QuickBooks installation options
  • Using the QuickBooks Database Server Manager

Managing Information Quality

  • Identifying and correcting issues with file, item, and account setup
  • Troubleshooting issues with undeposited funds
  • Troubleshooting issues with beginning balances
  • Preventing changes to prior period transactions

Maintaining Data Integrity

  • Working with backup files
  • Cleaning up data
  • Detecting data file corruption
  • Using the Verify and Rebuild Data utilities

Accessing Client Data

  • Using the Accountant's Copy to share data with clients
  • Working with Portable Company Files
  • Using the Remote Access service
 
 
 
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