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QuickBooks 2014: The Missing Manual
book

QuickBooks 2014: The Missing Manual

by Bonnie Biafore
October 2013
Intermediate to advanced content levelIntermediate to advanced
808 pages
27h 8m
English
O'Reilly Media, Inc.
Content preview from QuickBooks 2014: The Missing Manual

Chapter 1. Creating a Company File

A company file is where you store your company’s financial records in QuickBooks, so it’s the first thing you need to work on in the program. You can create a company file from scratch or convert records previously kept in a different small-business accounting program, Quicken, or even another edition of QuickBooks like QuickBooks for Mac. If you’re new to bookkeeping, another approach is to use a file that someone else created. For example, if you’ve worked with an accountant to set up your company, she might provide you with a QuickBooks company file already configured for your business so you can hit the ground running.

This chapter starts by explaining how to launch your copy of QuickBooks. Then, if you need to create your own company file, you’ll learn how to use the QuickBooks Setup dialog box or the EasyStep Interview to get started (and find out which other chapters explain how to finish the job). If you’re converting your records from another program, this chapter provides some hints for making the transition as smooth as possible. Finally, you’ll learn how to open a company file, update one to a new version of QuickBooks, and modify basic company information.

Opening QuickBooks

Here are the easiest ways to open QuickBooks:

  • Desktop icon. Double-click the desktop shortcut that QuickBooks created during installation.

  • Windows taskbar. The fastest way to open QuickBooks in Windows 7 is to click its icon on the Windows taskbar, shown in Figure 1-1 ...

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Publisher Resources

ISBN: 9781449341749Supplemental ContentErrata Page