QuickBooks is software that helps medium and small business manage their finance and prepare monetary reports. QuickBooks users can create a company file and enter all the relevant financial data to automatically review banking transactions and make payments online. The main thing first-time users of QuickBooks need to learn is how to create and set up a company file. It is important to follow the correct setup steps and enter accurate data otherwise you will not be able to run QuickBooks efficiently. This article will give you a general overview of how to create a company file in QuickBooks. If you have any doubts or need further clarification you can always call the quickbooks technical support number and get a more detailed step-by-step guide on how to create the company file. You can also call customer support number to consult a QuickBooks Pro Advisor if you need to authenticate your setup information.
Steps to Create a Company File in QuickBooks Using Express Start
The Express Start wizard is one of three ways users can use to create a company file in QuickBooks. The Express Start option is by far the most popular because it gives you detailed instructions about the setup process. This method is extremely user-friendly and will only take a couple of minutes to finish. In order to avoid any errors in the future, it is very important that you follow the instructions as they are given and that you avoid skipping questions at all costs.
- Step 1: Open the QuickBooks menu, select ‘File’ and click ‘New Company’
- Step 2: Go to the QuickBooks Setup box and press ‘Express Start’
- Step 3: Type in the company data including industry and tax information
- Step 4: Give the contact info of your company, including the legal name
- Step 5: Select ‘Preview your settings’ and click ‘Chart of Accounts’
- Step 6: Go through the list that includes accounts common for your industry
- Step 7: Review the accounts check marked by QuickBooks
- Step 8: Make the necessary change to include in your chart of accounts.
- Step 9: Place a check mark next to the account you want to add
- Step 10: Use the cursor to remove the checkmark to remove that account
- Step 11: Once the list is complete click the ‘Company File Location’ tab.
- Step 12: QuickBooks will give a default location to save the file
- Step 13: If you want to save the file to a new location just select ‘Change Location’.
When you have successfully saved the file click ‘Ok’ to close the QuickBooks dialogue box and go back to the contact screen and select ‘Create Company File’. Once your company file is created you can begin adding the appropriate company data and begin working on the file.
If you have any trouble in completing the steps in this article you can call the quickbooks tech support and reach out to a certified expert to know how to finish creating the company file using Express Start.
Read More:- quickbooks pro technical support
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