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RELEASE NAME....: Lynda.com.QuickBooks.Setting.up.a.Company.File.In.Depth-ELOHiM
RELEASE DATE....: 2016-04-28
RELEASE SIZE....: 17x15Mb
FORMAT..........: Bookware
LANGUAGE........: English
URL.............: http://www.lynda.com
New QuickBooks users typically need to establish new company files. But
what if you're migrating from other accounting software and need to bring
your data with you? This course is here to help. Bonnie Biafore explains
how to set up a new QuickBooks file, whether starting from scratch or
importing records from another platform. She explains how to set up
existing customers, vendors, products, and services; add accounts and
subaccounts to the chart of accounts; find and enter opening account
balances; adjust sales tax and inventory quality and value; record open
transactions; and finalize the setup by creating additional QuickBooks
users and verifying the trial balance. These steps will help ensure your
accounts and records are in the right shape to start doing business with
QuickBooks.
Topics include:
* Converting existing data into a QuickBooks format
* Creating a company file from scratch
* Adding accounts and subaccounts
* Setting up customers, vendors, products, and services
* Opening balance information
* Recording account opening balances
* Recording open transactions
* Adjusting sales tax balance and inventory quantity
* Setting up closing data
* Adding users
Subjects: Business, Accounting, Finance, Home + Small Office, QuickBooks
Author: Bonnie Biafore
Level: Appropriate for all
Duration: 1h 46m
Released: 4/28/2016