The Big Setup
IN THIS CHAPTER
Getting ready to run QuickBooks Setup
Working your way 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 up-front work. Specifically, you need to prepare for the QuickBooks Setup process; then you need to walk through the steps. In this chapter, I describe how you do all this stuff.
Getting Ready for QuickBooks Setup
You need to complete three tasks to get ready for QuickBooks Setup:
- Make an important decision about your conversion date.
- Prepare a trial balance as of the conversion date.
- Go on a scavenger hunt to collect a bunch of stuff that you’ll need or find handy for the interview.
The big decision
Before you fiddle with your computer or the QuickBooks software, ...
Get QuickBooks 2021 For Dummies now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.