QuickBooks Company Setup

How to setup a new company in QuickBooks - Interview Window 1

The snapshots below show the first window that gives you access to QuickBooks "EasyStep Interview". By now you should have located your company information and have them ready to input when prompted. As you complete the information in each window, a new one will be opened.

The interview progress is displayed in the top left corner of each window on your screen for 2008 to 2011 versions. The interview is pretty much self-explanatory. Click the 'start interview' button on your screen (as indicated by the red arrow below), to begin or the "Express Start" button for 2012 to 2013 versions.

I have included 'PREVIOUS' and 'NEXT' buttons at the bottom of each snapshot for easy access to the entire interview windows.

QuickBooks 2012 to Present

QuickBooks 2008 through 2011

• How Do I Start a New
  Company in QuickBooks?
• Where Should I Save
  My Company Files?
• What is a Peer-To-Peer Network?
• What is a Client-Server Network?
• How Do I Export
  Specific Data from One
  Company to Another in QuickBooks?
• How Do I Import
  Specific Data from One
  Company to Another in QuickBooks?
• How Do I Navigate
  to Each Company in
  QuickBooks?

Customer

• How Do I Set Up a
  New Customer in QuickBooks?
• How Do I Add a
  Customer Job in QuickBooks?
• How Do I Create an
  Invoice in QuickBooks?
• How Do I Record a
  Customer Payment for
  an Invoice?
• How Do I Check
  Customer Balance in
  QuickBooks?
• How Do I Generate
  Customer Statement
  in QuickBooks?

Banking

• How Do I Set Up a
  Bank Account in QuickBooks?
• How Do I Reconcile a
  Bank Account in QuickBooks?
• How Do I Correct My
  Opening Balance to Reconcile My Bank Account in QuickBooks?
• How Do I Write a
  Check in QuickBooks?
• How Do I Pay a Bill
  in QuickBooks?
• What is the Difference
  Between Writing a
  Check and Making a
  Bill Payment?

Vendor

• How Do I Set Up a
  New Vendor in QuickBooks?
• How Do I Enter
  Bills in QuickBooks?
• How Do I Enter Bill
  Payments in QuickBooks?
• How Do I Check
  Vendor Balance in
  QuickBooks?