Prepare Your QuickBooks Desktop Data for Export. Follow the steps below as a checklist to ensure your data is ready for export: Update your data – This is your opportunity to clean up your data. For example, if you have customers or vendors whose contact information needs to be added or changed, this is the time to take care of that. Chapter 1. Creating a Company File A company file is where you store your company’s financial records in QuickBooks, so it’s the first thing you need to work on in the program. You can create a company file from scratch or convert records that you previously kept in a different small-business accounting program, Quicken, or even another edition of QuickBooks like QuickBooks for Mac. ![]() If you’re new to bookkeeping, another approach is to use a file that someone else created. For example, if you’ve worked with an accountant to set up your company, she might provide you with a QuickBooks company file already configured for your business so you can hit the ground running. This chapter starts by explaining how to launch your copy of QuickBooks. Then, if you need to create your company file yourself, you’ll learn how to use the QuickBooks Setup dialog box or the EasyStep Interview to get started (and find out which other chapters explain how to finish the job). How to add a .net reference in visual studio for mac that is missing free. If you’re converting your records from another program, this chapter provides some hints for making the transition as smooth as possible. Finally, you’ll learn how to open a company file, update one to a new version of QuickBooks, and modify basic company information. • Desktop icon. Double-click the desktop shortcut that QuickBooks created during installation. • Windows taskbar. The fastest way to open QuickBooks is to click its icon on the Windows taskbar, shown in —but first you have to put it there. To do that in Windows 7 and Windows 8.1, right-click the QuickBooks desktop icon and then, on the shortcut menu that appears, choose “Pin to Taskbar.” If you’re still using Windows 8 (not 8.1), pinning the QuickBooks desktop icon to the taskbar takes a few more steps: Point the cursor at the screen’s upper-right corner to display the Charms menu, click the Search icon (the magnifying glass), type quickbooks in the Search box, and then press Enter. When you see the QuickBooks icon, right-click it, and then choose “Pin to Taskbar.”. Figure 1-1. Windows’ taskbar keeps your favorite icons near at hand. The taskbar is easy to reach, because program windows don’t hide it the way they do desktop shortcuts. You can rename desktop icons, as was done here. To do that, right-click the icon, and then choose Rename on the shortcut menu. Type the label you want to use, and then press Enter.
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