QuickBooks has been widely accepted by businesses all over the world. All information in this program is stored in the form of the Company files. These files hold all the information on financial transactions, employees, customers, inventory, settings, and accounts. As such, users should master the procedure to create a Company file in QuickBooks Desktop.
Steps to Create a New QuickBooks Desktop Company File
Once you start QuickBooks, you will have two options -
- To create a new company file
- Open an existing file
So, let us look at every step in creating a company file.
Step 1: Enter company details
Step 2: Select industry and business type
Step 3: Configure income and expense training
Step 4: Review the company setup
Step 5: Customize your company file
Step 6: Add Logo
Step 7: Review chart of accounts