QuickBooks Desktop Troubleshooting


August 30, 2019


Laura Madeira

  1:00 PM ET | 12:00 PM CT | 10:00 AM PT | 120 Minutes

* Not able to attend the live session? We can arrange an on-demand session for You. Please call 1-‪814-892-0304


Do you provide payroll services for your clients? Do you support your clients by helping them manage their own payroll tasks? In this webcast learn how to work confidently and accurately with payroll in the QuickBooks desktop software. In this webcast we will take a deep dive into the proper setup of payroll and learn how to troubleshoot payroll transactions in your client’s files.

Have you ever experienced difficulty in troubleshooting or correcting your client's QuickBooks data entry errors? If you answered yes to this, then you will not want to miss this intensive course.

The methods taught will complement the features and tools available with QuickBooks Accountant 2019 Client Data Review.

Leave this course more prepared to work accurately and efficiently with your clients’ QuickBooks Desktop files.

Practicing CPAs, and Accounting Professionals responsible for working with clients that use QuickBooks financial software.

Learning Objectives:

  • Recognize how to spot errors efficiently when troubleshooting a QuickBooks Desktop file
  • Identify the best method for correcting client setup or data entry errors in QuickBooks Desktop
  • Identify how to setup payroll for proper tax tracking of payroll additions and deductions
  • Recognize how to properly setup mid-year payroll, when clients were using some other software to manage their payroll
  • Find and fix payroll transaction errors in your client's file
  • Describe the process if the word "adjusted" appears when viewing a paycheck in QuickBooks
  • Recognize how creating a check that nets to zero is helpful
  • Identify an advantage to the full-service subscription

Topics covered in this session:

  • Verifying Proper Account Setup
  • Verifying QuickBooks Balances Match Prior Year Filed Tax Return Balances
  • Creating the Appropriate Type of Adjusting Entries
  • Use Client Data Review Tools for Review and Fixing Your Client’s Data
  • Troubleshooting payroll & Tax mistakes
  • Preparing and filing payroll returns

Who Will Benefit:

  • Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Attorneys
  • Tax preparers
  • Finance and accounting professionals
  • Small business owners
  • Payroll Professionals

Download Conference Material

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