![]() For example, you may want to add a business-related bank, credit card or loan account. You can easily change account names and edit, delete or add accounts as needed. Now is a good time to review it and make sure it accurately reflects the accounts you need to run your business. Review your Chart of Accountsĭuring the Setup process, QuickBooks created a chart of accounts based on your type of business. You can also view customer and vendor account balances. Use this feature to complete common startup tasks like creating invoices, entering sales receipts and bills and writing checks. Just follow the onscreen prompts, then click the Start Working button. An audit trail of your existing transactions.The people you do business with (so you can invoice customers, pay vendors and track employees).Please review this information to make sure your company file is properly set up and your data is complete.Īfter creating your company file, QuickBooks Setup will walk you through how to add critical information, such as: Depending on your business, you may have a few more steps to complete.
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