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Quickbooks sample file download.The QuickBooks Payroll File Import Extension

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  QuickBooks Backup files. Not everyone chooses to include Excel in the Right Downolad hosting package, for any number of reasons. In addition, this category is where you посмотреть больше the tax form you use for your company tax return. QuickBooks Image files. Bottom line: You have to prep your Quicken file before you quickbooks sample file download it to QuickBooks. Chapter 6 Slides QB    

 

Quickbooks sample file download



   

QuickBooks Help How-To. How to export QuickBooks data to a. Information Question. CSV file. FAQ Answer. Each report in QuickBooks should have an Excel button clearly visible in the row at the top, as pictured below: 2. The following window will appear. If Excel is not included in your Right Networks package, all options other than Create a comma separated value. Once you click the Export button pictured above, you will be prompted to choose a location where you can save the resulting CSV file.

This will be a location on your Right Networks computer; generally, it's simplest to save the file to your Desktop on Right Networks, where it should be easy to locate once saved. Once the CSV file is saved to your Right Networks Desktop or other location of your choice , you can move the file to your local computer.

In order to do this, please see these instructions for moving files from Right Networks to your local computer. Setting Up the Administrator explains how to change the administrator name and password. Even if you run a small business from home, an administrator password prevents the chimney sweep from swiping your business credit card number.

Chapter 28 has much more about keeping your QuickBooks files secure, but here are some password basics:. If you copy and paste the password from one box to the other, you could copy a typo and not be able to open the company file you just created. Navigate to the folder where you want to store your company file.

Consider storing your company file in a folder with the rest of your company data so that it gets backed up along with everything else. See Storing Company Files on a Network for more about choosing a location for company files. In the meantime, a message box with a progress bar appears.

Click Next to dig in. At this point, the progress bar in the left margin of the EasyStep Interview window is depressingly short because you still have to do the bulk of the company file setup. If you need a break before continuing, at the bottom of the window, click Leave. The next time you open that company file, the EasyStep Interview continues where you left off. Your answers to these questions help QuickBooks decide which features to turn on, what to include on your Home Page, and so on. If you decide to change any of these settings later, Chapter 25 tells you how.

Here are some guidelines for answering the questions on the various screens:. The What do you sell? When you choose one of these options, the program figures out which types of income accounts you need. The Do you charge sales tax? For detailed instructions on dealing with sales tax in QuickBooks, see Chapter On the Do you want to create estimates in QuickBooks? If you prepare quotes, bids, or estimates for your customers and want to do so in QuickBooks Estimating Jobs , select Yes.

The Using statements in QuickBooks screen is where you tell the program whether you generate statements to send to customers Generating Statements. For example, your wine-of-the-month club might send monthly statements to its members. If you chose Yes on that screen, QuickBooks automatically turns on the invoicing feature.

Select Yes to tell the program that you want to use invoices, which you probably do because invoices are the most flexible sales forms Choosing the Right Type of Form. See Comparing Estimates to Actuals to learn why and how you might use this feature. The Managing bills you owe screen asks whether you plan to write checks to pay bills immediately select No or enter bills in QuickBooks and then pay them later select Yes. You can read about bill preferences on Bills and payment preferences on Multiple Currencies.

The Tracking inventory in QuickBooks screen is where you tell the program whether you keep track of the products you have in stock. This screen provides a few examples of when to track or bypass inventory, and Should You Track Inventory with Items? Tracking time in QuickBooks is ideal if you bill by the hour or pay people based on the number of hours they work. In that case, select Yes on this screen to track the hours people work and create invoices for their time.

Chapter 8 explains how to set up time tracking. The Do you have employees? If you do, select Yes and turn on the appropriate checkbox es. Click Next to set these final options:. The Select a date to start tracking your finances screen summarizes what you learned about start dates on Choosing a Start Date. The year you see listed depends on the current calendar year. You can then type or choose any date you want in the box, such as the last day of the previous fiscal period.

The Review income and expense accounts screen Figure lists the accounts typically used by companies in your industry. QuickBooks places a checkmark in front of the accounts that are typical for your industry. You can also drag your cursor over checkmark cells to turn several accounts on or off. Add the people you do business with. Adding these folks is a snap.

Click the first Add button, and then you can import names from your email program Outlook, Yahoo, or Gmail , paste data from an Excel workbook, or enter info manually. Initially, QuickBooks selects the Skip option the far-left column for all the names. You can also select a cell with info in it like a name or an email address to edit the info within it. Add the products and services you sell. Fill in the names, description, and prices, and then click Continue again to save your items. Add your bank accounts.

For bank accounts, you fill in the account name, account number, opening balance, and opening balance date. Whether you finish or skip these additional steps, click Start Working to jump to the Home Page, which includes icons for the features that QuickBooks turned on during setup.

If you need guidance for the rest, look no further than the book in your hands. Here are the ways you can flesh out your company file:. See Creating Accounts and Subaccounts. Create items for the products and services you sell : See Chapter 5. Set up sales tax : See Chapter Set up tracking : See s. Or maybe you used another accounting program like Peachtree or Small Business Accounting and have decided to move to QuickBooks.

Whatever your situation, this section tells you how to prep your file for a smooth conversion and bring it over into QuickBooks for Windows. Bottom line: You have to prep your Quicken file before you convert it to QuickBooks. To make the conversion proceed as smoothly as possible, some cleanup of your Quicken file is in order. For example, record overdue scheduled transactions and send online payments before you convert your Quicken file. And make sure that customer names are consistent and unique.

Intuit publishes a detailed guide to help you prepare for a Quicken conversion. Another potential solution is to remove transactions prior to the current fiscal year in Quicken before converting the file. However, there are some post -conversion steps you should take to get your newly minted company file into shape:. Enter your company information in QuickBooks. See Modifying Company Info to learn how to add them to your company file.

Set up your bank feeds in QuickBooks. Exchanging Data with Your Bank tells you how to get your QuickBooks bank accounts and your real-world bank accounts talking. Change Quicken names to QuickBooks customers, vendors, and employees. See Customer Type List to learn how to move these names to other lists. Set up Accounts Payable in QuickBooks. If your Quicken file contained unpaid bills, simply write checks Producing Checks to pay them in QuickBooks. When you record your first bill, the program automatically adds a new account called Accounts Payable to your chart of accounts.

To convert files created in other accounting programs, like Peachtree or Small Business Accounting, you have to download a conversion tool from the Intuit website.

If you keep the books for only one company, you might never have to manually open a QuickBooks company file again. And if you use QuickBooks Accountant edition, you can have two company files open at the same time, as the Tip that follows explains. The following sections describe the different ways to open a company file.

With QuickBooks Accountant and QuickBooks Enterprise, you can have two company files open at the same time, although the second file that you open has some restrictions. Note that the number and type of sample data files installed will depend on the version of QuickBooks you purchased.

To get back to your own company file, simply close the sample file following the directions from above and select Open or restore an existing company.

In Conclusion Sample company files are a great way to play around with new features, test out procedures, and even potentially destroy a file without doing any harm to your own data. Leave a Reply Cancel reply Your email address will not be published. If discussion generates more than a few emails daily your subscription will be paused automatically. Browse By Service Topic. Most Popular Now Week Month.



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