VERIFYiQ – Practice Management begins with Quality’s Post

Name: How Do You Access The Review History?
Uploaded: 2024-03-25T19:15:22.510Z
Channel: VERIFYiQ – Practice Management begins with Quality
Description: Do you want to access the summary content of the previous reviews done within VERIFYiQ? Sure, you can. For this weeks edition of "Tuesday Tips by VERIFYiQ", let us learn the two different ways to access REVIEW HISTORY in VERIFYiQ. #HowToAccessReviewHistoryinVERIFYiQ #bookkeeping #verifyiq #bookkeepingreview #accountingservices #accountingsolutions #accounting #bookkeepingsolutions

VERIFYiQ – Practice Management begins with Quality

240 followers

6mo

Do you want to access the summary content of the previous reviews done within VERIFYiQ? Sure, you can. For this weeks edition of "Tuesday Tips by VERIFYiQ", let us learn the two different ways to access REVIEW HISTORY in VERIFYiQ. #HowToAccessReviewHistoryinVERIFYiQ #bookkeeping #verifyiq #bookkeepingreview #accountingservices #accountingsolutions #accounting #bookkeepingsolutions

Transcript

Hi, I'm Dumac with Verify Q. Verify Q is the premier practice management solution for the modern accounting firm using QuickBooks Online or 0. Welcome to our setup series. Here we will be discussing your Frequently Asked Questions. In today's video, I will show you the two different ways to access the review history. The first way is before starting the review, so after logging in, searching for the client's name and finding the client. Please come over to the three dots on the right hand side and click on Review History. Once you see this page, it is displaying all the previous reviews, the date range of the review, the scores and then if you click into the previous review you will be able to see the summary comments if any were left. The 2nd way to see the review history is while you were performing the review. So if you are currently performing the review and want to look back at the the previous comments, the previous discussion that the bookkeeper and controller had, you can come right here to the Review History button. Click on that and it will bring up all the previous reviews, date completed, the scores that were received, and then if you click into the review there you'll also be able to see. The summary comments or query comments that were left previously. I hope you have enjoyed today's video. Please click the subscribe to our channel. That way you'll be notified of any new videos. And if you have any questions, please drop them in the comment section down below and we will do our best to answer them as quickly as possible. Thank you. I'm dumag from Verified IQ.

To view or add a comment, sign in

More Relevant Posts

VERIFYiQ – Practice Management begins with Quality

240 followers
2mo
Report this post
Do you want to access the summary content of the previous reviews done within VERIFYiQ? Sure, you can. For this weeks edition of "Tuesday Tips by VERIFYiQ", let us learn the two different ways to access REVIEW HISTORY in VERIFYiQ. #HowToAccessReviewHistoryinVERIFYiQ #bookkeeping #verifyiq #bookkeepingreview #accountingservices #accountingsolutions #accounting #bookkeepingsolutions

How Do You Access The Review History?
Like Comment
To view or add a comment, sign in
VERIFYiQ – Practice Management begins with Quality

240 followers
10mo
Report this post
Do you want to access the summary content of the previous reviews done within VERIFYiQ? Sure, you can. For this weeks edition of "Tuesday Tips by VERIFYiQ", let us learn the two different ways to access REVIEW HISTORY in VERIFYiQ. #HowToAccessReviewHistoryinVERIFYiQ #bookkeeping #verifyiq #bookkeepingreview #accountingservices #accountingsolutions #accounting #bookkeepingsolutions

How Do You Access The Review History?
Like Comment
To view or add a comment, sign in
VERIFYiQ – Practice Management begins with Quality

240 followers
5mo
Report this post
In VERIFYiQ, you can reassign a user for one client if you need to. For this week's episode of "Tuesday Tips by VERIFYiQ", join me as we view the video below and let us discover how to REASSIGN USER. #howtoREASSIGNUSERinVERIFYiQ #bookkeeping #verifyiq #bookkeepingreview #accountingservices #accounting #bookkeepingsolutions #bookkeeping

How to Reassign User in VERIFYiQ?
Like Comment
To view or add a comment, sign in
VERIFYiQ – Practice Management begins with Quality

240 followers
1mo
Report this post
In VERIFYiQ, you can reassign a user for one client if you need to. For this week's episode of "Tuesday Tips by VERIFYiQ", join me as we view the video below and let us discover how to REASSIGN USER. #howtoREASSIGNUSERinVERIFYiQ #bookkeeping #verifyiq #bookkeepingreview #accountingservices #accounting #bookkeepingsolutions #bookkeeping

How to Reassign User in VERIFYiQ?
Like Comment
To view or add a comment, sign in
VERIFYiQ – Practice Management begins with Quality

240 followers
1mo
Report this post
For this weeks edition of "Tuesday Tips by VERIFYiQ", join me as we watch the video below and discover the Review Status significance of Color Codes used in VERIFYiQ. #HowDoYouColorCodeTheReviewStatusinVERIFYiQ #bookkeeping #verifyiq #bookkeepingreview #accountingservices #accountingsolutions #accounting #bookkeepingsolutions

How Do You Color Code The Review Status?
Like Comment
To view or add a comment, sign in
VERIFYiQ – Practice Management begins with Quality

240 followers
9mo
Report this post
For this weeks edition of "Tuesday Tips by VERIFYiQ", join me as we watch the video below and discover the Review Status significance of Color Codes used in VERIFYiQ. #HowDoYouColorCodeTheReviewStatusinVERIFYiQ #bookkeeping #verifyiq #bookkeepingreview #accountingservices #accountingsolutions #accounting #bookkeepingsolutions

How Do You Color Code The Review Status?
Like Comment
To view or add a comment, sign in
VERIFYiQ – Practice Management begins with Quality

240 followers
1mo
Report this post
For this week's episode of "Tuesday Tips by VERIFYiQ", let us discover how to set the minimum Acceptable Review Score which will help reviewer prioritize their workload and identify issues that may need to be addressed more urgently. Let us learn more of this as we watch the video below #minimumAcceptableREVIEWSCOREinVERIFYiQ #bookkeeping #verifyiq #bookkeepingreview #accountingservices #accountingsolutions #accounting #bookkeepingsolutions

Minimum Acceptable Score
Like Comment
To view or add a comment, sign in
VERIFYiQ – Practice Management begins with Quality

240 followers
7mo
Report this post
For this week's episode of "Tuesday Tips by VERIFYiQ", let us discover how to set the minimum Acceptable Review Score which will help reviewer prioritize their workload and identify issues that may need to be addressed more urgently. Let us learn more of this as we watch the video below #minimumAcceptableREVIEWSCOREinVERIFYiQ #bookkeeping #verifyiq #bookkeepingreview #accountingservices #accountingsolutions #accounting #bookkeepingsolutions

Minimum Acceptable Score
Like Comment
To view or add a comment, sign in
VERIFYiQ – Practice Management begins with Quality

240 followers
5mo
Report this post
For this weeks edition of "Tuesday Tips by VERIFYiQ", join me as we watch the video below and discover the Review Status significance of Color Codes used in VERIFYiQ. #HowDoYouColorCodeTheReviewStatusinVERIFYiQ #bookkeeping #verifyiq #bookkeepingreview #accountingservices #accountingsolutions #accounting #bookkeepingsolutions

How Do You Color Code The Review Status?
Like Comment
To view or add a comment, sign in
Amanda Timcoe

Free Your Mind with Us | Virtual Bookkeeping Solutions across the US
3w
Report this post
🍂 Autumn is a season of abundance and value. What’s your favorite thing about this season? . . . #HelloAutumn #FallVibes #BusinessBookkeeping #BusinessAccounting #Bookkeeping #Accounting #SmallBusiness #FortLauderdaleBookkeeper #FloridaBookkeeper #SolvingTheBooks #RealEstateBookkeeping #RealEstateBookkeeper
Like Comment
To view or add a comment, sign in

VERIFYiQ – Practice Management begins with Quality

240 followers

View Profile Follow

VERIFYiQ – Practice Management begins with Quality’s Post

How Do You Access The Review History?

Transcript

More Relevant Posts

How Do You Access The Review History?

How Do You Access The Review History?

How to Reassign User in VERIFYiQ?

How to Reassign User in VERIFYiQ?

How Do You Color Code The Review Status?

How Do You Color Code The Review Status?

Minimum Acceptable Score

Minimum Acceptable Score

How Do You Color Code The Review Status?

Explore topics