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Quickbooks 2018 desktop tutorial how to#
Quickbooks 2018 desktop tutorial pro#

In the Add your bank accounts section, click Add.If you need to enter items for another category, click Add More in the Add the products and services you sell section and repeat the previous steps.Click Continue to save your products or services.Fill in details for your services or products. Select the type of items to add (service or non-inventory part) and click Continue.In the Add the products and services you sell section, click Add.Click Continue to add your contacts and return to the Add Info page.Click on the cells you need to change and type the appropriate values.

The cells in the Customers and Vendors tables are editable.To enter opening balances for customers and vendors, click Enter opening balances.Repeat the last step for all of the contacts you want to enter.In the data entry table, select the contact type (customer, vendor, employee) and fill in available contact information.Select Paste from Excel or enter manually and click Continue.In the Add the people you do business with section, click Add.Add customers, vendors, and/or employees.To add company data manually, perform one or more of the following tasks: After the company file is created, the following screen displays:.Back in the contact screen, click Create Company File.To save the file in a different location, click Change Location, browse to the new location, and click OK.

QuickBooks suggests a default location for your company file.

When you finish your account list, select the Company File Location tab.

To remove an account, click on it to remove the checkmark.

To add an account, click on it to place a checkmark next to the account name.

To finish setting up your chart of accounts, review the list of accounts, adding and removing accounts as appropriate. The accounts indicated by a checkmark are those that QuickBooks proposes to include in your chart of accounts.

The list box on the Chart of Accounts tab shows accounts that are common for your industry.

In the Preview Your Company Settings dialog box, select the Chart of Accounts tab.

Enter the legal name of your business and general contact information.

Enter name, industry, type, and tax ID information for your company.

In the QuickBooks Setup dialog box, click Express Start.

From the QuickBooks menu, select File > New Company.

To set up your company file using the Express Start wizard: The Express Start takes only a few minutes to complete, and it is recommended that you avoid skipping questions during the process. This feature works the same in versions 2011–2016 of QuickBooks. We recommended that you use the Express Start wizard to guide you step-by-step through the setup process. There are three ways to create a new company file using QuickBooks.

Quickbooks 2018 desktop tutorial pro#

Before you begin, you may want to verify your setup information with your CPA or with a QuickBooks Pro Advisor. Setting up your company file correctly is crucial to the overall efficiency of the QuickBooks software. To get started using QuickBooks, you must first create a company file.

Quickbooks 2018 desktop tutorial how to#

How to Create a Company File in QuickBooks Using Express Start See QuickBooks: Tips and Tricks for similar articles.