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.On your Mac. Some software like Outlook, Quicken, and Quickbooks allow you to.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. View solution in original post.If you select New Backup Plan you will then select the files you want to backup. Qbb backup for windows and restore from that. Ask the person who initially downloaded and converted their online file to desktop to provide you with a. Qbw for developers that can be exported if one does not use the proper IE11 login procedure but that file is useless to the general public.In the File Download dialog box that opens, click Save to download. 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.Moving a file from QuickBooks for Mac to QuickBooks for Windows is mainly about. If you’re new to bookkeeping, another approach is to use a file that someone else created. Depending on the size of your data file, the conversion process can take up to ten minutes. Enter a name for the restored file, and then click Save. Click OK on when asked if you want to restore a QuickBooks for Windows file.Activities include:This chapter starts by explaining how to launch your copy of QuickBooks. Team members can work collaboratively using their own devices. You can use Whiteboard for collaborating with your team to accomplish many activities whether your team is in the same place or in multiple locations.
How Do You Save A File In Qb For Windows So It Can Be Opened On A Software Like Outlook![]() 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. 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. If QuickBooks isn’t already listed in the Start menu, choose Start→All Programs→QuickBooks→QuickBooks Pro 2015 (or QuickBooks Premier 2015). In Windows 7, click Start→QuickBooks Pro 2015 (or QuickBooks Premier 2015). You can also launch QuickBooks from the Start menu. To do that, use the last day of your company’s previous fiscal year as the company file’s start date. The best choice is to fill in your records for the entire current fiscal year. After that, you’ll be ready to dive into bookkeeping.The last day of the previous fiscal year. If customers owe you money, pull the paper copy of every unpaid invoice or statement out of your filing cabinet (or find the electronic versions you saved on your computer) so you can give QuickBooks what it needs to calculate your Accounts Receivable balance. Your tax return also shows your federal tax ID number, which you’ll need, too.Customer balances. In cases like that, go with the next option in this list.For Subchapter C corporations, Subchapter S corporations, and partnerships, the balance sheet that you included with your previous year’s tax return is a great starting point for account balances. (Intuit releases new versions of QuickBooks in October or November each year for just that reason.) But waiting isn’t always feasible. And you’ll regain those hours when tax time rolls around, as you nimbly generate the reports you need to complete your tax returns.If more than half of your fiscal year has already passed, the best approach is to be patient and postpone your QuickBooks setup until the next fiscal year. Remove meta data in word for macIf you haven’t filed a tax return for your company yet, an asset’s value is typically the price you paid for it.Liability balances. If you included a balance sheet with the tax return you filed for your company, you can find asset values and accumulated depreciation on your most recent tax return (yet another reason to start using QuickBooks at the beginning of your fiscal year). When you own assets such as buildings or equipment, their value depreciates over time. (Or, to reduce the number of transactions you have to enter, simply pay those outstanding bills and then record the bill payments in QuickBooks.)Asset values. If your company thinks handing out cash before you have to is more painful than data entry, then find the bills you haven’t yet paid and get ready to enter them in QuickBooks so you can generate your Accounts Payable balance. Oh, yeah—and you also need payroll details for each employee. You also need to know who receives withholdings, such as tax agencies or the company handling your 401(k) plan. Payroll services are a great value for the money, which you’ll grow to appreciate as you collect the info you need for payroll (including salaries and wages, tax deductions, benefits, pensions, 401(k) deductions, and other stray payroll deductions you might have). If you stock products that you sell and track them as inventory, you need to know how many items you had in stock as of the start date, how much you paid for them, and what you expect to sell them for.Payroll. (Run a cash-basis or accrual-basis report, depending on which method you use. To get those numbers, generate an income statement from your previous accounting system. Although you won’t have the details you get from individual transactions, your account balances will be accurate and ready for tasks like creating financial reports and filing taxes.First, you need to know your income and expense accounts’ totals. A single journal entry can bring your income and expense account totals up to date. The program comes with a couple of sample files: one for a basic product-based business and one for a basic service-based business. Finally, enter values for income accounts in the Credit column and values for expense accounts in the Debit column.GEM IN THE ROUGH: Experimenting with a Sample FileYou don’t have to use your real company file to test out QuickBooks features you’ve never used. In the journal entry’s table, add a line for each income and expense account, as shown in Figure 1-2. Fill in the Date field with the last day of the historical period, such as 6/30/15, to record financial results for the first half of the calendar year. They come with accounts, customers, vendors, and transactions (such as checks, invoices, and purchase orders). If the QuickBooks Setup dialog box is open, close it, too.)Don’t try to use one of these sample files as your actual company file. (To display the No Company Open window, you have to close any open company files by choosing File→Close Company. The program then sets your preferences and creates a few accounts (like basic income and expense accounts and your checking account). QuickBooks needs to know some company information, the industry you’re in, and the features you want to use. The questions cover the basics of creating and customizing a company file to fit your business. Or you can use a wizard that guides you through the process with a series of questions that takes about 15 minutes to answer. (The box on Getting Help Creating a New Company File tells you how to find someone who can help you create one.) You can opt for a short and sweet process, which asks you for the bare minimum of info before it creates your file. You’ll not only save untold hours, but you’ll also know that your books are set up properly. If you don’t know much about bookkeeping or accounting, a few hours of an accountant’s time is a worthwhile investment when you’re getting started in QuickBooks.
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