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Lesson1 QB Intro Chapter 1

Introduction Welcome to my course! My name is Scott Paxton, and I'll be your instructor. Over the next six weeks, I'll be introducing you to the basics of business accounting using QuickBooks. We'll be practicing many new skills in this class, so it's important that you have a copy of QuickBooks installed on your computer before you begin. Please be aware that there are many versions of QuickBooks out there. These instructions apply to QuickBooks Pro 2013 or QuickBooks Premier 2013, both for Windows. Unfortunately, the SimpleStart and Online versions of QuickBooks aren't suitable for this course because they don't include most of the features we'll be discussing. If you're planning on using the Macintosh version of QuickBooks for this course, please bear in mind that while this version has all of the same features, the navigation tools are quite different and will vary significantly from the lesson steps illustrated in this course. As a result, we don't list this version as a supported version for the course. My main objective is to help you acquire the skills I'm introducing to you, and the best way to acquire a new skill is through hands-on practice. As such, I have developed a project-oriented approach to teaching QuickBooks. Each lesson will present you with opportunities to gain practical expertise with QuickBooks. Some students prefer to print out each lesson as they're working through the steps. I think this is a good idea, and you'll find a Printer-Friendly link for each lesson on the Lessons tab. Plus, if you print all the lessons, you'll have a copy of everything after the course is finished. At the conclusion of each lesson, you'll complete an assignment and short quiz. You don't need to turn in the assignments, but they are critical to helping you to practice with the material. Also, you'll notice that I've included some key check figures throughout the course to help you verify that you're on the right track. The lesson quizzes are there to help you prepare for the Final Exam, and you can take the lesson quizzes over and over again for additional practice. You'll only have one shot to pass the Final Exam, so make it count! This course also comes equipped with 12 Discussion Areas—one for each

lesson. If you run across any difficulties or have any questions about one of my lessons, I urge you to post a message in the Discussion Area for that lesson. While you're there, please be sure to carefully read any posted messages from me. From time to time, I'll post important information regarding the course material. Also, please take a moment to read the messages posted by your classmates. If you know the answer to any question you read, please don't hesitate to respond. Another good way to acquire a new skill is to teach it to someone else. We'll all learn so much faster and so much more if we work together to share our experiences with this program! As we progress through this course, you'll learn what types of accounting information you—as a business owner, manager, bookkeeper, or accountant—need to monitor. Then, I'll show you how to enter that information into QuickBooks so that you can track it with ease. By the time you complete my course, you'll understand how to get your business finances in order. I think you'll also be pleasantly surprised by the time you'll save with this powerful and useful tool.

Chapter 2
Creating a QuickBooks Company Today, let's set up a fictional company that you can use to practice with as you work through this course. If you've already been using QuickBooks to track the finances of your real business, don't worry. QuickBooks will allow you to create and track more than one company at a time. Each company you create will be walled off in its own distinct file so that there can be no cross-contamination of data. Financial transactions that you enter into one of your company files won't pass through to any of the other company files that you create. When it comes to managing files, QuickBooks is really no different than your favorite word processing program, like Microsoft Word or Excel. Just as Word or Excel will let you create and edit hundreds or even thousands of distinct document files or worksheet files, QuickBooks will allow you to create and edit as many different company files as you wish.

you'll learn how to place the practice company in a new and completely separate file so that it can't disturb the contents of your real company file (if you have one). This capability will allow you to create a practice company file for this course and another separate company file for your real-world business needs. the type of business it's engaged in. If you get stuck or don't know the answer to one of the questions QuickBooks asks. . its business address. should the need arise. if you get stuck. You may find it easier to set up your company if you're working from a paper copy of the lesson. use the Printer-Friendly link under the Lessons tab. much more. You can always change your answers later (I'll show you how easy that can be at the end of this lesson). Creating a Company File QuickBooks is a very nosy program. click your browser's File menu. whether or not it collects sales tax from its customers. And finally. It uses this information to create a customized experience for you. better yet.Because QuickBooks is able to handle multiple company files. As you proceed through this lesson. and choose Print (or press CTRL+P) or. whether or not the company has employees. To do so. please remember that you can get all the assistance you need in the Discussion Area for this lesson. Let's begin by starting QuickBooks. professional accountants and bookkeepers can rely on one copy of QuickBooks to monitor the financial health of dozens of different businesses simultaneously. it's going to ask you for all sorts of information about the company. QuickBooks is a very flexible program. whether or not the company stocks inventory. The more information you give QuickBooks about your company. you can provide it with your best guess at an answer for now. Before it will allow you to set up a company file. Please feel free to print out this lesson. It will want to know the company's name. When QuickBooks asks you a question you don't quite understand. Here's how: First. the easier it will be for you to use. you don't need to be all that concerned. and much. You'll also learn how to switch back and forth between your practice company file and your real company file. if you already have the QuickBooks program installed on your PC.

You should now see a window giving you some options to create your new company file. Setting Up the Practice File If you've used QuickBooks before. and the dialog box should disappear. We're now ready to create a new company file. click the Windows Start button in the extreme lower-left corner of your screen. Click QuickBooks Pro 2013 or QuickBooks Premier 2013. We want to be sure to create a brand-new practice company file for this course. Go ahead and click this button now. it's likely that the program will automatically open the company file you last worked'll probably notice an icon right on your desktop that you can use to open the main program. and QuickBooks will launch. Don't actually select this option just yet. . After you click the File menu. and choose QuickBooks. Just double-click this icon to open QuickBooks. you'll need to click the Advance Setup button. there might be a dialog box on your screen that requires your attention. Look for an OK or Cancel or Close button on the dialog box. click New Company. A short list of applications will appear. Once the dialog box is out of your way. To create a practice company file for this course. click the File menu in the top-left corner. To do this. If you don't see an icon. 
 The File menu Note If the QuickBooks File menu is inaccessible. Bear in mind that you can repeat each of the steps that follow as many times as you want to create as many different company files that you want. Select All Programs (or Programs). The quickest path to creating a new file would be to choose the Express Start button. you should have no trouble accessing the File menu. Let's assume that you want to customize the setup of your file a bit more than just doing an Express Start. or tap the ESC key on your keyboard.

Note If you pressed the TAB key too aggressively and now find yourself in the wrong field. If the Legal Name field hasn't already been filled in for you.Let's pretend that the name of this fictional company is Ace Photography. and you'll move to the Legal Name field.Press the TAB key on your keyboard. For most businesses. just hold down the SHIFT key and tap TAB gently once or twice to back up to the Legal Name field. The legal name of your company is the business name that you registered with your state or local government. 1.
 Creating a new company file The EasyStep Interview window will appear on your screen. To begin setting up the company. and your bank. the legal name is the same as the company name. we're going to create a fictional company so you have a place to practice all the new skills you'll be learning in this course. 
 Enter your company information Remember. 2. Let's assume that to be the case with the fictional photography company we're setting up. QuickBooks is now ready to interview you so that it can collect all the information it needs to set up your company file. This means that I'd like you to fill in this form using the following steps. type: . tax agencies. type: Ace Photography in the Company Name field.

I'd like you to enter a phony taxpayer identification number in this field. 4. You can always enter it later. In this field. If you'd rather not divulge your tax ID number (or if your business is located outside of the United States). partnership.S. you would want to enter the company's official Internal Revenue Service Employer Identification Number in this field.Press TAB again to move to the Tax ID field. I'd like you to assume that it's located in the U. you can leave this field blank when you set up your real company. or has U. 3. QuickBooks can use this information to help it complete certain tax forms that you might need to print and file for your business.S. If your company is incorporated in the United States.S.Press TAB again to move into the Street Address field.Ace Photography in the Legal Name field.S. employees. should that become necessary. For our practice company. you would need to enter the business owner's Social Security number instead. and that it has a taxpayer identification number. For the purposes of this course. and type the . is a U. Please type: 12-3456789 in the Tax ID field. QuickBooks wants you to type the taxpayer identification number that the government uses to identify your company. Please note that the Tax ID field is optional. If the company is located in the U. and has only one owner with no employees.

S. Next. If you reside outside of the U. and type: 
 92024 9. enter the following: 123-456-7890 11. feel free to choose another country in this field. please type: 
 Encinitas 7.TAB to the Zip field. and use your mouse to select CA from the dropdown list. Then.. tap the TAB key once to enter the Fax field. When you get there. 8. Type the following: 123-456-7891 12.following street address: 
 1405 Elm Ave 5.Tap the TAB key again to move to the City field. you'll likely notice some differences in features as we progress throughout this course. Most of the differences are in the areas of taxes and payroll. . from the drop-down list. While we will discuss sales taxes in this course.S. TAB to the Country field. we won't be covering payroll. and enter a fake email address in the E-mail address field. 10. and use your mouse to select U.TAB to the State field. However.Next. Please TAB to the Phone field.When you finish. Tap TAB again. if you do. press TAB to move to the second street address field and type: 
 Suite 237 6.

14. or you'll have trouble following along with the rest of the class. Your response will give QuickBooks a better understanding of your needs. Writing. please click the Next button. please select another industry that is as similar as possible to the one I asked you to select. please click the Next button. For this course. Please leave the Web site field blank. Writing. When you finish filling in the form. Business Type QuickBooks now wants to know how your business is organized. or Photography is not available as a selection. It needs this information to determine which type of business tax forms you might be required to file. 
 What type of business? . QuickBooks will ask you to select from this list a single industry that's closest to your own. Selecting an Industry After you click the Next button. or Photography. But now would not be an appropriate time for you to diverge from the lesson. When you're ready.13. when you're setting up your own company. a Select your industry form will appear. You'll see a list of industries. One exception: if you're using an older version of QuickBooks and Art. Writing. Click once on Art. If that happens to you. or Photography to select that as your fictional industry. you'll have the opportunity to select an industry that more closely matches your line of business. I'd like you to scroll through the list of company types until you find Art. 
 Select your industry Warning Please do not select any other industry from this list. Later on.

most government agencies begin their fiscal year in July. when you're setting up your own company. Later. For our fictional company. use your mouse to click the drop-down list and select January. you won't have to worry about remembering yet another password as you work through this course. please go with Sole Proprietorship. Creating a password for your company file will help prevent unauthorized users from viewing or changing your company's financial records without your knowledge. and click the Next button. I'd like you to start the fiscal year with January. This is the most typical arrangement. so the beginning of the fiscal year for the vast majority of businesses should be January. this is a very good idea. click the Next button. Also. 
 Create a password Ordinarily. you can choose a more appropriate response for your type of business. Beginning of Fiscal Year Your next task will be to select the month your company uses as the beginning of its fiscal year. However. To do so. That way.For this fictional company. 
 When is the beginning of your fiscal year? Most businesses start accounting for income and expenses and setting budgets anew each January. . click the Next button to proceed. Setting Up a Password QuickBooks will now give you an opportunity to create a password to protect your company file. When you're ready. However. Please leave the Administrator Password and Retype Password fields blank. do be aware that some corporations start their accounting periods to coincide with the month that the business first incorporated. I'd like you to leave the practice company unprotected. because that is the most common business arrangement. Once you make your selection.

This is normal. The three letters are an abbreviated form of the phrase QuickBooks Windows. click the Next button again. and QuickBooks will suggest that you name your company file Ace Photography or some variation thereof. it's a good idea to note exactly where QuickBooks is proposing to save this new company file.QBA). You can usually find this folder within the Intuit folder on your hard drive if you ever need to find the file using either the My Computer or Windows Explorer features. After a brief pause. When setting up a new company file as we are here. Don't worry if your Company Files folder looks a little different from mine.*. you'll want to accept this default choice so that QuickBooks knows that you're creating a basic company file. and the interview will resume. click the Save button in the lower-right corner of the dialog box. 
 Select Filename Note You'll notice that the Save as type field defaults to QuickBooks Files (*. To accept the name QuickBooks is proposing. you will be asked some specific questions about . Those three letters (called an extension) have been added to the end of your company filename in order to help your computer recognize that the company file belongs to QuickBooks. To make this happen. your company file will be created. Chapter 3 Customizing QuickBooks for Your Business In the next few screens. The key here is that you are sure to pay attention to where your file is being saved.QBW. A Filename for New Company dialog box will appear. Notice that the Save in box near the top of the window indicates that the new file will be saved in the Company Files folder.Creating Your Company File QuickBooks is now ready to create a company file in which it can save all of the information you've entered so far. At this point.

as well.First. quotes. click the Next button.your business. Please select Yes.You will then be asked if you sometimes use progress invoicing so your customers can make partial payments each time you meet an important milestone during a lengthy project.The next question you will be asked is whether or not you would like to use QuickBooks to create printed estimates. 5. and image editing). 7. you will be asked what you sell. and click Next. Let's answer Yes so that we can explore this feature in a later lesson.Next. sells products (such as photographic prints and frames) and services (such as wedding photography. 1. 3. bids. Then.Next. So if you have this option on your screen (Premier users). 4. This is a very powerful and time-saving feature. Remember.If you're using the QuickBooks Premier version. you will be asked if you would like to have the ability to create monthly billing statements for your customers. click Next. Why not? Please answer Yes. the next window will ask if you'd like to have the option to create Sales Orders each time you make a sale. our fictional company. 2. Let's suppose our fictional business does so. just click Next. 
 Customizing QuickBooks To answer the questions. portrait photography. and we'll be exploring it in detail in an upcoming . we can always change these options later if need be. but that's okay because we won't be discussing Sales Orders in detail in this course. 6. Let's assume that Ace Photography. Let's answer Yes to this question. Click Next to proceed. Please select Both services and products. QuickBooks wants to know if you'd like it to help you keep track of the bills you receive from your vendors. When you are ready. or proposals for your customers.You will then be asked if you charge your customers sales tax. and click Next. go ahead and answer No. This feature isn't available in the Pro version. and click Next.

including the amount of money your business: • has received from paying customers • is owed by customers who pay on credit . Please select Yes. 10. QuickBooks will want to know if you'd like to keep track of the amount of time you spend on projects for your customers. Then. you will need to monitor many things. Chapter 4 Final Steps Whew! That was quite a barrage of questions. 8. The next question asks if you have employees (who you will report to the Internal Revenue Service using IRS form W-2) or work with independent contractors (who you will report using IRS form 1099). I'm glad you made it through. and then check the We have W-2 employees and We have 1099 contractors check boxes.Next. That sounds like it might prove helpful. 
 Using Accounts in QuickBooks What Is the Chart of Accounts? When you perform accounting tasks for a business. and then click Next. When you are ready. and then you'll be good to go.lesson. click Next. Sounds great! Go ahead and answer Yes. 9. so let's answer Yes. QuickBooks just needs to set up something called a Chart of Accounts for your company. click Next. and click Next. Click Yes. Let's say both situations apply in our fictional business.QuickBooks will now ask if you'd like it to help you keep track of your inventory (the things you sell). I have some good news—you're almost done.

or the amount of money owed to you by your customers on a certain date. another to keep tabs on your electricity expenditures. each of my registers or folders or envelopes or boxes functioned like a QuickBooks account. washing. and yet another to tally up the amount of money you are owed by each of your customers. I had a box on my desk to hold all of the utility bills that found their way into my office. Before I started working with QuickBooks. and other assorted expenses relating to the use of my car.• has paid to vendors in the past • owes vendors who extended you credit • has paid to acquire inventory • is holding on reserve in bank checking and savings instruments • owes on credit cards and other loans In order to help you monitor the flow of money into and out of your business. In other words. If you decide that you want to track the amount your business owes on a credit card. And I had a folder in my file cabinet filled with copies of all my customers' outstanding and past due invoices. the amount you spent on insurance or electricity over a certain time period. parking. you'd need to create an account specifically for the purpose of monitoring your credit card activity. my motley collection of storage devices helped me to figure out where my money was coming from and where it was going. and boxes—stuffed full of receipts—to track the movement of money. QuickBooks will provide you with a collection of financial management tools known as accounts. In order to accomplish all of the tasks described above. envelopes. I relied on paper registers. In essence. I had a paper register that I carried with me everywhere so I could keep tabs on the balance of my bank money market. I had an envelope in my glove compartment that I used to keep track of fuel. You'd need to create another account to track payments sent to or received from your insurance agent. Don't worry if you're still not quite clear on the concept—you'll be setting up . your first step will be to set up accounts that you can use to track each of those activities. road tolls. folders.

firsthand experience with accounts. through. all I need you to remember is that the collection of accounts that you will be using to track the flow of money into. In the next portion of the interview. 
 Income and Expense Accounts What Is Income? Any money your business receives from your customers in exchange for products and services you provide is considered to be income. Then. for an hour of your time). click Next. In QuickBooks. what it receives. Your QuickBooks start date is simply the date that you decide to begin entering transactions into QuickBooks. By this time next week. and how they can simplify the process of tracking what your business pays. you'll have plenty of concrete. and what it is owed. The first question you will be asked is to identify the date you would like QuickBooks to start tracking your business finances. 
 Start Date Really. for now I'd like you to select Beginning of this fiscal year. if a customer were to pay you $75 for a product you sell (or.and using your fair share of QuickBooks accounts over the next few lessons. the $75 would be . QuickBooks will now give you an opportunity to begin adding accounts to your Chart of Accounts and will present you with a list of income and expense types that are common in your industry. you'll have a solid understanding of why accounts are needed. For example. You can start using QuickBooks at any time. we call this collection of accounts the Chart of Accounts. In no time at all. in a service business. and out of your business has a name. how they are created. please click the Next button. you will answer some questions to help QuickBooks custom-design a Chart of Accounts just for your business. For now. the QuickBooks start date isn't determined by your choice in this window. To begin answering this last batch of questions. what it owes.

ink. . advertising. We'll learn how to add. However. For example. QuickBooks will congratulate you for completing the EasyStep interview. Adding Information When you complete the interview and click the Go to Setup button. What Is an Expense? Money your business spends on services or consumable goods is considered to be an expense. the QuickBooks Setup window will appear and offer a three-step process to setting up your contacts. or janitorial services. after you have the file created. Go ahead and take a victory lap around your computer before proceeding to the next chapter. there are other locations where you can make any necessary changes to the file. just click Next without changing anything.considered income. edit. so I'd like you to just accept things as they are for now. Congratulations! Congratulations are definitely in order—you have just finished setting up your first QuickBooks company. if you were to pay for legal representation. customers. and bank accounts. Once you leave the EasyStep interview. We'll cover each of these functions in much more detail throughout this course. 
 Finished You're just about ready to exit the EasyStep interview. To do so. Click Go to Setup. or pencils) would also be considered an expense. electricity. consulting services. Any money you spend on items you consume (such as postage. We'll cover those features later. so now's a good time to review if you need to make any changes to your previous selections. click the Back button to go back to any of the previous steps. and there will be a brief pause while QuickBooks sets up your company file. and remove income and expense items from this list in our upcoming lessons. you can't return to it to make changes. repair work. the money you spent would be considered an expense. If so.

 Quick Start Center The Setup and Quick Start windows are great features. As you might imagine. We'll start exploring this useful tool in our next lesson. Changing Company Information The Greek philosopher Heracleitus once said that the only constant is change. I would like to show you how to modify the company name. You can change almost anything at any time. Clicking any of these icons will bring up a window that will allow you to perform the task it represents. Nowhere is that statement more true than in the world of business. QuickBooks is one of the most flexible accounting programs I've ever had the pleasure of using. for now click the small X in the upper right-hand portion of this window to close the window. which represent some of the most common activities you'll be performing in QuickBooks—from creating invoices to paying bills and everything in between. and some of the other information you just entered using the EasyStep interview. we're going to cover many of the setup tasks in separate lessons throughout this course. we'll be spending plenty of time with the Home page as we work through this course. and you can use them to accomplish most of the setup tasks in QuickBooks. A menu will . So. click the Company menu at the very top of the screen. The QuickStart window will appear. Not only will this approach give you a solid understanding of how to set up your company file. To illustrate that point.. address. Fortunately. click the Start Working button near the bottom of the page.
 Adding Information For now. QuickBooks Home Page The Home page displays a number of helpful icons. phone number. First. However. it will also give you the tools you'll need to find and modify these settings at any time in your business.

For example. you already have a company file named Ace Photography. Company Information If you need to make any corrections to your company information. please do so now. Click once on the company file you wish to use (remember. click OK and you'll return to the QuickBooks Home page. Each company you create should be saved under a different file name. fax number. the practice company file we created for this course is named Ace Photography). and click the Open button. QuickBooks can handle as many companies as you need. address. You can set up another company at any time by clicking the QuickBooks File menu. Just be sure to give each file a unique name. Creating a new QuickBooks company file is only just the beginning. However. To switch back and forth from one company to another. When you finish. You'll see a form that you can use to change your company name. after completing this lesson you can see just how easy it is.drop down. 
 Company Menu Please select Company Information from this menu. and any of the other information you entered earlier in this lesson. if you ever find the need to make changes. Remember that you can create as many company files as you wish. phone number. But. selecting New Company. the EasyStep interview gives you the opportunity to tailor the file to your particular business. This is really handy if you run more than one company. A list of all the companies you have ever created will appear. When creating these files. all you need to do is click the QuickBooks File menu and choose Open or Restore Company followed by Open a company file and Next. such as to your company address or . Therefore. Chapter 5 As I mentioned earlier in this lesson. you will want to make sure and avoid saving any other company with that particular name. and repeating the steps outlined in Chapters 2 through 4 of this lesson.

• Check out the FAQs. • Browse resources for further learning. don't you think? Now that we have a practice file to work with. Come talk with me and your fellow students in the Discussion Area! Ask questions about anything that came up in the lesson. then the index is the place to go. Reinforce what you learned in the lesson by testing yourself with a short five-question quiz. You'll find these by clicking the Resources link. I've included a list of recommendations for books so you can continue learning more about this topic long after our time together ends. • Do the assignment. in any particular order you like: • Take the quiz. you'll learn how to enter Customers and Vendors in QuickBooks. Want some hands-on practice applying what you've just learned? Then roll up your sleeves and dig into the assignment! Just click the Assignments link to get to each lesson's assignment. every lesson in this course comes with an FAQs section. To get to the FAQs. If you want to find a topic but can't quite remember where it number. . and share your insights with everyone. • Drop by the Discussion Area. That's all there is to it! And that's probably enough for our first lesson. You'll find it by clicking the Resources link. click the Resources link. you can enter these revisions in the Company Information screen at any time. you've finished your first lesson. Now what do you do? You'll want to take the following steps. Since learning something new usually raises questions. in Lesson 2. See you then! Next Steps Okay. You can access the quiz for each lesson by clicking the Quizzes link. This is where we'll create a learning community. and then clicking Course Index. and then click FAQs. • View the index.

When you see the QuickBooks Home page. Then. 6. you can insert the backup flash drive or . a glossary of financial terms. 3.jsp This is a comparison chart showing the feature differences among the QuickBooks products. start the backup by clicking the Save button. and advice for small Click this 1. and This site provides manufacturer support. 2. start QuickBooks.Supplementary Material QuickBooks Online Community http://community.When your backup is Compare QuickBooks Versions http://quickbooks. Select the Portable Company File option. and then click Next 4. and choose Create Copy.A Save Copy or Backup dialog box will appear. and then select the drive which should receive your backup file. FAQs Q: How do I copy my QuickBooks file so I can take it from my work computer to my home computer and back again?
 A: You first need to back the file up to a flash drive or rewritable CD.You should now see a Save Portable Company File dialog box. Once the drive is ready. click the File menu. articles.Click the Open button in the lower-right corner of the dialog box after you've selected your preferred drive.Insert the flash drive or CD into your computer and wait for the drive to be recognized. Look for a Computer (or My Computer) icon on the left side of this dialog box. 5. user forums.

A dialog box will appear. there is really no reason to do so and you could damage or lose access to the file. and click Open again. After you've created the file. It does not appear on any reports or other printed matter. there are numerous other methods to get around in the program.Click the Computer or My Computer icon. you can make most changes either in the Company Information window (Company – Company Information) or in the Preferences window (Edit – Preferences).CD in the other computer. you can't return to the EasyStep interview. The filename is for your eyes only. Can I return to the EasyStep interview? Or should I just delete the file and try again? A: There's no need to delete the file. checks. and the company filename are three different things. try to follow along the best you can using the options that you have available under the View menu. select the drive where your backup file resides. we already discussed the QuickBooks Home Page. Click Restore a portable file. the legal name. and click the Open button. . 
 Although it may be possible to change the filename with a file management utility. and click the File menu followed by Open or Restore Company. The title bar at the top of the QuickBooks program window shows the new name. and I was able to change it successfully using the technique for changing company information as you described in your lesson. They are not one and the same. However. I forgot to make one of the selections detailed in the lesson. Do I need to fix that?
 A: This happened because the company name. Assignment Your assignment today is to take a little time to get familiar with some of the navigation features in QuickBooks. Your company name appears on printed invoices. 
 Q: I typed the company name incorrectly on my first go-round. In this lesson. and other forms. As such. 
 Q: When I was creating the practice file. but the screen where you go to open the file still shows the old company name. I do not recommend changing the filename. Note that some of the features below are new to QuickBooks 2013. if you're using an older version. And your filename will appear when you go to open or backup your data. Your legal name appears on tax forms and pay stubs. However. and click Next. So. Select the appropriate file. Start QuickBooks. so you can change one without impacting the others. 7.

Once again.Click the View option on the upper menu and choose the Top Icon Bar option. . You'll now see an icon bar on the left that you can use to navigate directly to certain features. click the View option on the upper menu and this time choose the Left Icon Bar option. 4. click the View option and select the Open Window List option to view a list of open windows on the left icon bar. 2. Notice that your screen changes to include an icon bar listing many of the standard features available. This option will allow you to open several windows in your file at the same time. Notice that you may need to click the My Shortcuts option in the lower portion of the icon bar to return to your previous view. 3.Next. click again on the View option and choose the Multiple Windows option.1.Now that you have elected to have the ability to open multiple windows in your file.