Transcript COMPUTER ACCOUNTING WITH QUICKBOOKS 2013 CHAPTER 8 Donna Kay CHAPTER 8 OVERVIEW     Set Up a New Company in QuickBooks Enter Company Information Customize Chart of Accounts Create.

COMPUTER ACCOUNTING WITH
QUICKBOOKS 2013
CHAPTER 8
Donna Kay
CHAPTER 8 OVERVIEW
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Set Up a New Company in QuickBooks
Enter Company Information
Customize Chart of Accounts
Create Lists: Customer, Vendor, Item
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013
SET UP A NEW COMPANY
Steps to set up a new company
1. Complete EasyStep Interview
2. Add the People You Do Business With
3. Add the Products and Services You Sell
4. Add Your Bank Accounts
5. Enter Company Information
6. Customize Chart of Accounts
7. Lists
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013
NEW COMPANY
1. Select File > New Company
2. Select Detailed Start
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013
EASYSTEP INTERVIEW
3. Answer EasyStep Interview questions
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013
ADD THE PEOPLE YOU DO
BUSINESS WITH
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013
ADD THE PEOPLE YOU DO
BUSINESS WITH
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013
ADD THE PRODUCTS AND
SERVICES YOU SELL
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013
ADD THE PRODUCTS AND
SERVICES YOU SELL
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013
ADD THE PRODUCTS AND
SERVICES YOU SELL
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013
ADD YOUR BANK ACCOUNTS
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013
ADD YOUR BANK ACCOUNTS
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013
COMPANY INFORMATION
 Company Name
 Company Address
 Company Filing/Tax Status
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013
CUSTOMIZE
PREFERENCES
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013
CUSTOMIZE
CHART OF ACCOUNTS
Customize the Chart of Accounts by:
1. Adding accounts
2. Editing accounts
3. Deleting accounts
For each account
include:
 Account number
 Tax-Line mapping
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013
LISTS
Lists provide supporting detail for the
accounting system
Lists include:
 Customer List
 Vendor List
 Item List
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013
UPDATE CUSTOMER LIST
1. Enter customer information in the
Customer List
2. Add job information to the
Customer List.
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013
UPDATE VENDOR LIST
Enter vendor information into the
Vendor List.
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013
UPDATE ITEM LIST
Enter information about items to be
purchased and sold into Item List:
1. Service items
2. Inventory items
3. Non-inventory items
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013
UPDATE LISTS
Different ways to update lists after setup
include:
1. Use Lists menu > Add/Edit Multiple
List Entries
2. Use Customer Center > Customer List
3. Use Vendor Center > Vendor List
4. Use Item List > New Item
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013
TO LEARN MORE …
See Chapter 8
Visit the Online Learning Center
www.mhhe.com/kay2013
Visit
www.myquickbooks.me
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013