- QUICKEN 2017 HOME AND BUSINESS CREATE INVOICE HOW TO
- QUICKEN 2017 HOME AND BUSINESS CREATE INVOICE UPDATE
- QUICKEN 2017 HOME AND BUSINESS CREATE INVOICE PRO
- QUICKEN 2017 HOME AND BUSINESS CREATE INVOICE WINDOWS
(Intuit releases new versions of QuickBooks in October or November each year for just that reason.) But waiting isn’t always feasible. If more than half of your fiscal year has already passed, the best approach is to be patient and postpone your QuickBooks setup until the next fiscal year. And you’ll regain those hours when tax time rolls around, as you nimbly generate the reports you need to complete your tax returns. Yes, you have to enter checks, credit card charges, invoices, payments, and other transactions that have happened since the beginning of your fiscal year (see the box on Entering History in the Right Order), but that won’t take as much time as you think. That way, the account balances on your start date are like the ending balances on a bank statement, and you’re ready to start bookkeeping fresh on the first day of the fiscal year.
To do that, use the last day of your company’s previous fiscal year as the company file start date. The best choice is to fill in your records for the entire current fiscal year.
The last day of the previous fiscal year. After that, you’ll be ready to dive into bookkeeping.
QUICKEN 2017 HOME AND BUSINESS CREATE INVOICE HOW TO
The rest of this chapter explains how to create a company file and then how to open company files you create. The first time you launch QuickBooks, you’re greeted by the QuickBooks Setup dialog box, whose sole purpose is to help you create a company file in one way or another.
QUICKEN 2017 HOME AND BUSINESS CREATE INVOICE WINDOWS
This method doesn’t apply to Windows 8, because it doesn’t have a Start menu.
QUICKEN 2017 HOME AND BUSINESS CREATE INVOICE PRO
If QuickBooks isn’t already listed in the Start menu, choose Start→All Programs→QuickBooks→QuickBooks Pro 2014 (or QuickBooks Premier 2014). Click Start→QuickBooks Pro 2014 (or QuickBooks Premier 2014). You can also launch QuickBooks from the Start menu in Windows 7. Type the label you want to use, and then press Enter. To do that, right-click the icon, and then choose Rename on the shortcut menu. You can rename desktop icons, as was done here. The taskbar is easy to reach, because program windows don’t hide it the way they do desktop shortcuts.
QUICKEN 2017 HOME AND BUSINESS CREATE INVOICE UPDATE
Finally, you’ll learn how to open a company file, update one to a new version of QuickBooks, and modify basic company information.įigure 1-1. Windows’ taskbar keeps your favorite icons near at hand. If you’re converting your records from another program, this chapter provides some hints for making the transition as smooth as possible. Then, if you need to create your own company file, you’ll learn how to use the QuickBooks Setup dialog box or the EasyStep Interview to get started (and find out which other chapters explain how to finish the job). This chapter starts by explaining how to launch your copy of QuickBooks. For example, if you’ve worked with an accountant to set up your company, she might provide you with a QuickBooks company file already configured for your business so you can hit the ground running. If you’re new to bookkeeping, another approach is to use a file that someone else created. You can create a company file from scratch or convert records previously kept in a different small-business accounting program, Quicken, or even another edition of QuickBooks like QuickBooks for Mac. A company file is where you store your company’s financial records in QuickBooks, so it’s the first thing you need to work on in the program.
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