Chapter 2

The Big Setup


Bullet Getting ready to run QuickBooks Setup

Bullet Working your way through QuickBooks Setup

Bullet 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.

Remember 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 (John Wiley & Sons, Inc.).

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, ...

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