How to Create a QuickBooks Desktop Company File?

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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.

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

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