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, ...