The Big Setup
In This Chapter
Getting ready to run QuickBooks Setup
Stepping through QuickBooks Setup
Taking the next steps after QuickBooks Setup
I know that you’re eager to get started. After all, you have a business to run. But before you can start using QuickBooks, you need to do some upfront work. Specifically, you need to prepare for the QuickBooks Setup process. And then you need to walk through the Setup steps. In this chapter, I describe how you do all this stuff.
Getting Ready for the QuickBooks Setup
You need to complete three tasks to get ready for QuickBooks Setup:
Make an important decision about your conversion date (the date you convert from your old accounting system to QuickBooks).
Prepare a trial balance as of the conversion date.
Go on a scavenger hunt to collect ...