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Replying to:
Paul  Newman
Level 3

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Hi @victoriah1956,

 

One of the best practices to clean up mistakes in QuickBooks Desktop (QBDT) is to use the Client Data Review (CDR) tool. The CDR tool allows you to review and fix common errors in your client's data, such as incorrect transactions, account balances, sales tax, inventory, and payroll. You can access the CDR tool from the Accountant menu in QBDT. Some of the benefits of using the CDR tool are:

- It saves you time by identifying and resolving issues in one place.
- It helps you maintain accuracy and consistency in your client's data.
- It provides you with reports and summaries of the changes you made.
- It allows you to undo or restore changes if needed.

To learn more about how to use the CDR tool, you can visit this link: https://quickbooks.intuit.com/learn-support/en-us/client-data-review/use-the-client-data-review-cdr-...

 

Thanks 

Paul

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