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05/24/2012 at 04:51PM PDT
Important Announcement! A planned system-wide upgrade will take place over the Memorial Day Weekend in the US (From Thurs, May 24, 2012 at 6 pm PDT thru Tues, May 29, 2012 at 5 am PDT). This includes QuickBooks, QuickBooks Payroll, Point of Sale, & Salesforce.com. This is only for US based products. This does not affect QuickBooks Online customers! During this time, you can shop, but can’t place orders online, activate products or update account info. We apologize for the inconvenience & thank you for patience while we improve our infrastructure to better serve you. International versions are unaffected. For more info, see our community discussion.
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06/26/09 1:59pm PDT
Viewed by asker 10/23/09 4:14pm PDT

Help, new client and a mess to go with it

US QuickBooks Pro for Windows : 2009

New client with horrible QuickBooks. Hired to clean up. Where would one start? Bank reconcilliations?

Solved!
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Michelle Long CPA
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Michelle Long CPA
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The solution

Yes, reconciling the bank accounts and credit card accounts is a good starting point. If the items are set up wrong, inventory problems or just a really bad mess, you may assess whether it is more efficient to clean it up or start over (depending on how much is involved).

PLEASE mark this answer as solved (click the button under the answer in the lower, right corner) or post additional questions. Thanks so much!!!

Michelle L. Long, CPA, MBA

Author of the book "Successful QuickBooks Consulting: The Comprehensive Guide to Starting and Growing a QuickBooks Consulting Business"

National Trainer for Intuit Trainer/Writer Network

Advanced Certified QuickBooks ProAdvisor

http://community.intuit.com/me...

Author of the books 'Successful QuickBooks Consulting' http://amzn.to/lJqmb8 and
'How to Start a Home-Based Bookkeeping Business' http://amzn.to/jNk9Bg
www.LongforSuccess.com - my blog, resources, webinars & more

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