Chapter 1: Setting Up QuickBooks

In This Chapter

check.png Planning your new QuickBooks system

check.png Installing QuickBooks

check.png Dealing with the system pre-setup jitters

check.png Running the QuickBooks Setup Interview

check.png Filling the QuickBooks Setup Interview holes

In order to use QuickBooks, you need to do two things: Install the QuickBooks software and run either the Express Start or Advanced Setup version of the QuickBooks Setup process. This chapter gives you a bird’s-eye view of both of these tasks. I also want to spend just a few paragraphs talking about some of the planning that you should do before you set up QuickBooks and some of the missing setup steps in the QuickBooks Setup process — things it should do but doesn’t. (Don’t worry: I tell you how to complete the missing steps, partly at the end of this chapter and also in the next chapter.)

Planning Your New QuickBooks System

I start with a couple of big-picture discussions: what accounting does and what accounting systems do. If you understand this big-picture ...

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