Setting Up Your QuickBooks Database

Course Overview

This Accounting Course provides clients with an understanding of the core concepts of setting up and establishing your QuickBooks company file. It does not cover the setup in PropertyBoss. This course is taught in a one-on-one web based format by our QuickBooks ProAdvisor partner. After this course, clients will have setup their QuickBooks company file with their chart of accounts, preferences, and fiscal year start date. Once the QuickBooks setup has been completed, the interface between PropertyBoss and QuickBooks can be established. NOTE: This course is not designed to walk through the integration of PropertyBoss and QuickBooks. For that, please schedule the �Integrating PropertyBoss and QuickBooks� course.

Course Outline

Installing QuickBooks

• Determining Configuration
• Choosing Installation (Express vs. Custom)
• Registering Software

Setup Company in QuickBooks

• Creating Company Information
• Organizing Your Company
• Selecting Your Industry

Creating Accounts

• Adding Balance Sheet Accounts
• Editing Income/Expense Accounts

Adjusting Preferences

• Defining Fiscal Year Start
• Adjust Company Preferences
• Adjust Personal Preferences (My Preferences)

Course ID: SvcWeb41

This Accounting Course provides clients with an understanding of the core concepts of setting up and establishing your QuickBooks company file. This course is taught in a one-on-one web based format by our QuickBooks ProAdvisor partner. After this course, clients will have setup their QuickBooks company file with their chart of accounts, preferences, and fiscal year start date. Once the QuickBooks setup has been completed, the interface between PropertyBoss and QuickBooks can be established.