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 begins 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).

The QuickBooks company file. How do I import QuickBooks data into TurboTax CD/Download Basic. Sign in or create an account. QuickBooks Accountant 2016- Features for Accountants. You may create your own custom. Each company file’s QuickBooks window has a title bar that indicates the. QuickBooks 2012 makes it easier for accountants to work with client data files. Your client creates the accountant’s copy of the QuickBooks data file by using his. How to create txf file in quickbooks online. From the answer: Sorry, there is no option to export file from QuickBooks Online to TurboTax. 2016; From the community.

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. Modbus Serial Master Jamode. 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, on the shortcut menu, choose Rename. Type the label you want to use, and then press Enter.

• Start menu. You can also launch QuickBooks from the Start menu. In Windows 7, click Start→QuickBooks Pro 2016 (or QuickBooks Premier 2016). If QuickBooks isn’t already listed in the Start menu, choose Start→All Programs→QuickBooks→QuickBooks Pro 2016 (or QuickBooks Premier 2016).

In Windows 8, point the cursor at the screen’s upper-right corner to display the Charms menu, click Start, and then click the QuickBooks icon on the screen’s right. And in Windows 8.1, you can right-click the QuickBooks desktop icon and choose “Pin to Start.” The first time you launch QuickBooks, you’re greeted by the QuickBooks Setup dialog box, whose sole purpose is to help you create a company file in one way or another. The rest of this chapter explains how to create a company file, and then how to open company files you create.