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How To Set Up A Company File In QuickBooks?

Set Up A Company File In Quickbooks

QuickBooks Company Data File is the collection of financial data/records of a business. The very first thing to do when you are starting with QuickBooks is to set up a company file in QuickBooks. Moreover, if there already exists a company file, then you can either upgrade it or create new QuickBooks company file from existing company file.

 

How To Set Up a Company File In QuickBooks?

Before Setting up a new company in QuickBooks, it is necessary that you provide a unique name for your new company file if you already have an existing company file. If the names of the new and old company file are same, then the existing company file will override and all the data in the existing company file will be lost.

There Are Two Ways To Set Up A Company File In QuickBooks –

  • Express Start
  • Detailed Start

 

Express Start

  1. Start QuickBooks Desktop by double-clicking the QuickBooks Desktop icon
  2. Go to No Company Window Open > select Create a New Company
  3. Select Express Start
  4. In the QuickBooks Setup window, fill out the required information
  5. You can go to Help me Choose section to see description for every type business. QuickBooks will create a preset chart of accounts according to your industry type
  6. Now select Create Company
  7. Once you have created a company file, you can now create your customers, your services, chart of accounts
  8. You can perform the 7th step later by clicking Start Working

 

Detailed Start

  1. Start QuickBooks Desktop by double-clicking the QuickBooks Desktop icon
  2. Go to No Company Window Open > select Create a New Company
  3. Select Detailed Start
  4. Select your business category (Industry) > click Next
  5. Identify your business type > click Next
  6. Select your economic year > click Next
  7. Select the location where you want to save your newly created company data file > click Save
  8. Once your company file is saved you can customize QuickBooks Desktop by clicking Next or do it later by clicking Leave

 

QuickBooks Create A New Company File From An Existing One

You can create a new company file by copying an existing file to another location. The copy will retain all the templates, transactions, preferences, and lists in the original company file.

NOTE: – it is recommended to manually delete all the transactions that you want to remove.

 

Create New QuickBooks Company File From Existing Company File-

  1. Create a backup of your company data file that you want to copy
  2. Restore the backup to the location where you are planning to keep the new company file
  • Go to File > select Open or Restore Company
  • Click Open or Restore a Backup Copy > click Next
  • Click Local Backup > click Next
  • Browse the backup file
  • Open > Next
  • Browse the location where you want to store the file
  • Enter the new name of the file in the File Name field
  • Save & Close
  1. Open File > select Open or Restore Company

 

Contact Us At QuickBooks Customer Support Number

We understand the importance of your business and therefore, our QuickBooks Customer Support Number Tel: +18772499444 is available 24/7. Our team of experts Intuit certified ProAdvisors and technical staff is assigned to queries based on their expertise. We make sure to provide our practical and theoretical knowledge of QuickBooks in various aspects. It is understandable that QuickBooks can be a little hard to configure and is prone to issues and errors if not optimized carefully. If you are struggling with a certain QuickBooks operation like Set up a company file in QuickBooks, or other installation processes, you are free to call us and avail our services.

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