Can someone share the process they go through when they do a data file analysis for a client or potential client. I have a copy of a checklist but would like to see the whole process from start to the finished product. Can anyone share that with me?
I think the reason you haven't received a reply, is that there is soooo much involved there are books written covering the various aspects of analyzing and correcting QB data files. Check into 'QuickBooks' Consultant's Reference Guide' from the Sleeter Group or "QuickBooks 2008 Solutions Guide" by Laura Madeira.
Michelle L. Long, CPA, MBA
Author of: Successful QuickBooks Consulting: The Complete Guide to
Starting and Growing a QuickBooks Consulting Business
MLongConsulting.com
QB 2009 Premier Acct Edition and Enterprise have a new Client Data Review tool that will help you!!! You can test drive it at accountant.intuit.com by clicking on the link for the sneak preview, and test drive. You'll love it!!!
Michelle L. Long, CPA, MBA
Author of: Successful QuickBooks Consulting: The Complete Guide to
Starting and Growing a QuickBooks Consulting Business
National Trainer for Intuit Trainer/Writer Network
