QuickBooks® 2008 Solutions Guide for Business Owners and Accountants

Chapter 1Creating a New QuickBooks Data File

• EasyStep Interview—Overview

• Converting from Other Accounting Software to QuickBooks

• Setting Up a QuickBooks Data File for Accrual or Cash Basis Reporting

• Final Checklist: Creating a New QuickBooks Data File

• Creating a QuickBooks Data File Checklist

EasyStep Interview—Overview

Over the years I have helped hundreds of businesses troubleshoot problems they have with getting the proper financial and management information out of their QuickBooks data. In nearly every case I have found that improper setup of the data file was most often the primary cause, second only to judgment errors in posting transactions to the incorrect account.

The purpose of this book is ...