-YOU CAN HAVE MUCH COMPANY AS U LIKE.

THEY DON’T TALK TO EACH OTHER SO THEY DON’T

INTERMIX DATA.

-IF U HAVE ALREADY SET UP YOUR COMPANY AND U WANT TO SEE IT, JUST DOUBLE TAP THE COMPANY
NAME. IF U DON’T SEE IN COMPANY LIST, THEN OTHER OPTION, U WILL GO TO THE RIGHT WHICH IS
SAYS OPEN. OR U CAN OPEN IT IN OPEN RESTORE AN EXISTING COMPANY.

-IF U DON’T KNOW TO CREATE A FILE IN QUICKBOOKS, OPEN A SAMPLE FILE WHICH ARE PRODUCT
BASED AND SERVICE VASED

-TO CREATE COMPANY FILE, JUST CLICK COMPANY FILE

-START SETUP IS NOT SUGGESTED BECAUSE IT TAKES TO OR THEREE QUESTIONS AND IT SAYS IT IS
ALREADY SET UO AND IS NOT. INSTEAD. CHOOSE OTHER OPTIONS AND CLICK ADVANCE SET UP.

-IT HAS OTHER OPTIONS TOO OPEN EXISTING FILE, CONVERT QUICKEN DATA NOT GOOD AS
QUICKBOOKS, CONVERT OTHER ACCOUNTING SOFTWARE DATA WHOCH THERE ARE ACCOUNTING
PACKAGES THAT HAVE THE ABILITY CONVERT SOME OF THE DATA INTO QUICKBOOKS AS WELL, SET UP
ON BEHALF OF SOMEONE ELSE WHICH GIVES LIMITED OPTIONS, SO WE HAVE TO GO TO ADVANCE SET
UP.

-COMPANY NAME, AS MUCH AS POSSIBLE IT SHOULD BE FILLED OUT BECAYSE IT IS THE INFORMATION
THAT BE PULLED OUT WHEN DECIDED TO SEND CORRESPONDEMCE TO CUSTOMERS OR VENDORS.

-TAX ID IS NOT REALLY NECESSARY UNLESS U USE THEIR PAYROLL SERVICE

-SLECT YOUR INDUSTRY, SLECET CLOSE WHAT U DO, BASED ON HOW U ANSWER THIS QUESTION IT WILL
GIVE A GENERIC CALLED CHART OF ACCOUNT.

-HOW IS YOUR COMPANY ORGANIZE, IF U DON’T HAVE AN ACCOUNTANT AND U DO UR OWN TAXES U
WILL BE USING TURBO TAX, IT HAS TO KNOW WHAT LINE ITEM TO PULL DIFFERENT ITEMS ONTO FOR
UR TAX PURPOSES, IF U POCK ANY OF THESE YOUL WILL BE DIRECTED TO OTHER SCREEN IT WILL ASK
WHICH TAX LINE I TAX FORM YOU WOULD LIKE TO PUT THIS ON. JUST PICK NONE.

-FISCAL YEAR

-SET UP PASSWORD, FIRST OURCHASE OF QUICKBOOKS U CAN HAVE FUVE USER.

-SAVE COMPANY FILE JUST KNOW WHERE U SAVE IT.

-AFTER U SAVE IT, IT WILL APPEAR THE HOME SCREEN OR BACKGROUND OF YOUR COMPUTER.

-SONTINUE WITH THE INTERVIEW, WHAT DO U SELL? BASED ON HOW YOU ANSWER IT WILL APPEAR ON
YOUR HOME SCREEN, BUT U CAN JUST CHANGE IT IF U WANT.

-CHARGE SALES TAX YES/NO

-DO U WANT TO CREATE ESTIMATES IN QUICKBOOKS? ESTIMATES ARE ALLOWS TO CREATE A QUOTE OR
BID FOR PARTICLUAR JOB (SIYAY MU CUHAT PILAY BAYRANAN SA CLIENT)

- USING STATEMENTS IN QUICKBOOKS, WHICH IT WILL FO THE CUSTOMERS AT END OF THE MONTH.
STARTING BALANACE, ANY TRANSACTIONS AND ENDING BALANCE/
-USING PROGRESS INVOICING, ALLOWS U TO DO IS BASED ON YOUR ESTIMATES, U CAN INVOICE UR
CUSTONER IN OIRTION OF THAT ESTIMATES, IF U OD ESTIMATE JOB THEN U WANT PROGRESS
INVOICING.

-MANAGING BILLS YOU OWE, HOW MUCH U OWE, WHO U OWE, HOW MUCH IS OVER 30 DAYS

-TRACKING INVERTORY IN QUICKBOOKS, FOR EXAMPLE: TRUE INVENTORY IS I HAVE 6 CHAIRS IN THE
BACK ROOM AND I WANT QUICKBOOKS TO TELL ME IF I HAVE 2 LEFT SO I CAN ORDER SOME MORE.
NON-INVENTORY- PHYSICAL ITEMS THAT U BUY OR SELL BUT U DON’T CARE HOW MUCH U LEFT IN THE
BACK ROOM, MAYBE U WANTO TO RUN REPORTS FROM TIME TO TIME AND SEE HOW MANY YOU’VE
BOUGHT OR SOLD.

-TRACKING TIME IN QUICKBOOKS, THE TIME U SPEND ON QUICKBOOKS. FOE EXAMPLE JOB COSTING IT
MEANS U WANNA KNOW HOW NUCH IT COST TO WORK ON THIS PARTICULAR THING, COST THAT YOUR
EMPLOYEES SPENT TIME ON THAT PARTICULAR JOB.

-DO YOU HAVE EMPLOYEES? IF U CLICK YES, CLICK ALSO WE HAVE W-2 EMPLOYEES, 1099
CONTRACTORS SERVE AS VENDORS AND WHAT U SHOULD DO IS AFTER YOU’VE ENTERED THEM AS
VENDORS MAKE ACTUALLY SEND YOU A BILL TO GET PAID

-SELECT A DATE TO START TRACKING YOUR FINANCE, IT DOEST MATTER WHAT DATE

-REVIEW INCOME AND EXPENSE ACCOUNTS, IT SHOWS OUR CHART OF ACCOUNTS THEN IT BASED ON
HOW WE ANSWER PUR QUESTIONS, IT’S THE BACKBONE OF ACCOUNTING, EVERY TIME U SPEND
MONEY YOURE GOING TO TELL IT WHAT U SPENT THE MONEY FOR, IF U RECEIVE MONEY WAS IT SALE
FOR YOUR BUSINESS. ONES THAT ARE CHECKED ARE THAT THEY’VE DECIDED THAT YOU NEED.

-THEN, CONGRATULATIONS.

-GO TO HOME SCREEN OR SETUP SCREEN, PRETTY MUCH SET UP AT THIS POINT