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Online - Where Data Are Stored Out in The Cloud On The Web For Remote Access 2. Desktop

This document provides instructions for setting up a company file in QuickBooks, including: 1. Choosing between the Express Start or EasyStep Interview for initial setup. 2. Customizing QuickBooks by selecting what to sell, setting tax options, and enabling features like estimates, orders, and billing statements. 3. Adding required information like people, products/services, and bank accounts. 4. Editing company details and preferences to complete the setup.

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Juan Frivaldo
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44 views12 pages

Online - Where Data Are Stored Out in The Cloud On The Web For Remote Access 2. Desktop

This document provides instructions for setting up a company file in QuickBooks, including: 1. Choosing between the Express Start or EasyStep Interview for initial setup. 2. Customizing QuickBooks by selecting what to sell, setting tax options, and enabling features like estimates, orders, and billing statements. 3. Adding required information like people, products/services, and bank accounts. 4. Editing company details and preferences to complete the setup.

Uploaded by

Juan Frivaldo
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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Quick Books version:

1. Online – where data are stored out in the cloud on the web for remote access
2. Desktop –
Setting Up Your Company File:

Using Easy Step Interview:

a. Create a new company


b. Launch either the “Express Start” or “EasyStep Interview” in the “Detailed Start”
advanced set-up

c. Select your industry (choose the general product or service-based business if your
industry is not among the list to create a generic chart of accounts)
d. Select the type of business (choose other if unsure)

e. Select the first month of the fiscal year


f. Set up administrator password

g. Create company file


h. Customize QuickBooks:

1. Choose what to sell (services, products, or both)


2. Charge sales tax
3. Create estimates, bids, quotes or proposals to customers
4. Track customer orders
5. Use billing statements to customers
6. Use progress invoicing to track collections
7. Manage accounts payable
8. Track inventory
9. Track time for billing customers, costing products/ services, and paying
employees
10. Set the number of employees
11. Using chart of accounts
12. Select a date to start tracking finances
13. Review income and expense accounts
14. Get all the details into QuickBooks desktop then close this window
a. Add people doing business with
b. Add products and services to sell
c. Add bank accounts
15. Close the ‘new feature tour’ to view the home screen
My Company Overview:

a. Click ‘Company’ on menu bar and select ‘My Company’


b. Click the pencil symbol to edit details of ‘My Company’ window:

1. Contact information
2. Legal information
3. Company identification
4. Report information
5. Payroll tax form information

Customizing the QuickBooks Environment:

a. Preferences
Two Types of Preferences

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