Loading the Master File Lists
IN THIS CHAPTER
Setting up the Chart of Accounts list
Setting up the Item list
Setting up the Payroll Item and Employee lists
Setting up classes
Setting up Customer and Vendor lists
Setting up the Profile lists
When you set up QuickBooks 2018, as a practical matter, you not only create a company file you’ll use to store financial information about your business, but also set up master file lists. These master file lists store information that you can use and reuse. One of the master file lists describes each of your customers; this master file of customer information includes the customer’s name and address, contact information, account numbers, and so on.
In this chapter, I walk you through the process of adding information to each of the master files — or lists, as QuickBooks calls them — that you need to fill (or mostly fill) before you begin ...