QuickBooks 2014 For Dummies

Chapter 2

The Big Setup

In This Chapter

Getting ready to run QuickBooks Setup

Stepping through QuickBooks Setup

Taking the next steps after QuickBooks Setup

I know that you’re eager to get started. After all, you have a business to run. But before you can start using QuickBooks, you need to do some upfront work. Specifically, you need to prepare for the QuickBooks Setup process. And then you need to walk through the Setup steps. In this chapter, I describe how you do all this stuff.

I assume that you know how Windows works. If you don’t, take the time to read Chapter 1 of your Windows user’s guide or try the appropriate edition of Windows For Dummies, by Andy Rathbone.

Getting Ready for the QuickBooks Setup

You need to complete three tasks to get ready for QuickBooks Setup:

Make an important decision about your conversion date (the date you convert from your old accounting system to QuickBooks).

Prepare a trial balance as of the conversion date.

Go on a scavenger hunt to collect ...