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Set up quickbooks pro with us bank series#
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When you finish your account list, select the Company File Location tab.To remove an account, click on it to remove the checkmark.To add an account, click on it to place a checkmark next to the account name.To finish setting up your chart of accounts, review the list of accounts, adding and removing accounts as appropriate. The accounts indicated by a checkmark are those that QuickBooks proposes to include in your chart of accounts. The list box on the Chart of Accounts tab shows accounts that are common for your industry.In the Preview Your Company Settings dialog box, select the Chart of Accounts tab.Enter the legal name of your business and general contact information.Enter name, industry, type, and tax ID information for your company.
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In the QuickBooks Setup dialog box, click Express Start.From the QuickBooks menu, select File > New Company.To set up your company file using the Express Start wizard: The Express Start takes only a few minutes to complete, and it is recommended that you avoid skipping questions during the process. This feature works the same in versions 2011–2016 of QuickBooks. We recommended that you use the Express Start wizard to guide you step-by-step through the setup process. There are three ways to create a new company file using QuickBooks. Before you begin, you may want to verify your setup information with your CPA or with a QuickBooks Pro Advisor. Setting up your company file correctly is crucial to the overall efficiency of the QuickBooks software. To get started using QuickBooks, you must first create a company file.
Set up quickbooks pro with us bank how to#
How to Create a Company File in QuickBooks Using Express Start