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COMPUTER ACCOUNTING WITH QUICKBOOKS 2012 CHAPTER 08 Donna Kay Copyright © 2013 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin New Company Setup
COMPUTER ACCOUNTING WITH
QUICKBOOKS 2012
CHAPTER 08
Donna Kay
Copyright © 2013 by The McGraw-Hill Companies, Inc. All rights reserved.McGraw-Hill/Irwin
New Company
Setup
CHAPTER 8 OVERVIEW
Set Up a New Company in QuickBooks
Enter Company Information
Customize Chart of Accounts
Create Lists: Customer, Vendor, Item
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SET UP A NEW COMPANY
Steps to set up a new company
1. Complete EasyStep Interview
2. Add the People You Do Business With
3. Add the Products and Services You Sell
4. Add Your Bank Accounts
5. Enter Company Information
6. Customize Chart of Accounts
7. Lists
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NEW COMPANY
1. Select File > New Company
2. Select Advanced Setup
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EASYSTEP INTERVIEW
3. Answer EasyStep Interview questions
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ADD THE PEOPLE YOU DO
BUSINESS WITH
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ADD THE PEOPLE YOU DO
BUSINESS WITH
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ADD THE PRODUCTS AND
SERVICES YOU SELL
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ADD THE PRODUCTS AND
SERVICES YOU SELL
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ADD THE PRODUCTS AND
SERVICES YOU SELL
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ADD YOUR BANK ACCOUNTS
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ADD YOUR BANK ACCOUNTS
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COMPANY INFORMATION
Company Name
Company Address
Company Filing/Tax Status
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CUSTOMIZE
CHART OF ACCOUNTS
Customize the Chart of Accounts by:
1. Adding accounts
2. Editing accounts
3. Deleting accounts
For each account include:
Account number
Tax-Line mapping
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LISTS
Lists provide supporting detail for the
accounting system
Lists include:
Customer List
Vendor List
Item List
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1.Enter customer information in the
Customer List
2.Add job information to the
Customer List.
CUSTOMER LIST
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Enter vendor information into the
Vendor List.
VENDOR LIST
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ITEM LIST
Enter information about items to be
purchased and sold:
1. Service items
2. Inventory items
3. Non-inventory items
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TO LEARN MORE …
Turn to Chapter 8
Visit the Online Learning Center
http://www.mhhe.com/kay2012
Visit
www.myquickbooks.me
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