QuickBooks Must-Have's

QuickBooks Must-Have's

These are the QuickBooks must-haves—if you do not have the following names and accounts, then you must create new ones:
  • Account Name: You may make a payment via debit or credit card, so make sure you have a name for each bank account and credit card. To create a new account:
    • Go to the Lists menu
    • Select Chart of Accounts
    • Choose New from the Account drop-down
    • Select an account type, then select Continue
    • Fill in all the account details
    • Select Save & Close
  • Customer:Job: Even if you do not want to track your purchases by Customer, we still strongly advise that you create a new Customer and just name it after your company. Add a new Customer:
    • Go to the Customers menu at the top and choose Customer Center
    • Above the Customers & Jobs tab, click the New Customer & Job drop-down to select New Customer
  • Vendor Name: Add a new Vendor
    • Go to the Vendors menu at the top and choose Vendor Center
    • Above the Vendors tab, click the New Vendor drop-down to select New Vendor
  • Items: Add a new Item
    • Go to Lists
    • Select Item List 
    • On the Item List window, select Item then New
    • Select the type of item you want to create
    • If it's a Sub-item, select the checkbox and find the Item it's under
    • Leave the description blank, as it auto-populates when you import
    • Select Save
  • Class: If you want to use Classes, you need to make sure that you turn on Class Tracking:
    • Turn on Class Tracking
      • Open your company file
      • Go to the Edit menu, then select Preferences
      • Select Accounting, then go to the Company Preferences tab
      • Select the Use class tracking for transactions checkbox
      • If you want a reminder when you haven't assigned a class, select the Prompt to assign classes checkbox
      • Select OK
    • Add a new Class
      • Go to the Lists menu
      • Select Class List
      • Choose New from the Class drop-down
      • Enter the class name
      • If it's a subclass, select the Subclass of checkbox and find the class it's under
      • Select OK to add it

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