QuickBooks 2023 All-in-One For Dummies

Chapter 2

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 2023, as a practical matter, you not only create a company file that 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 ...