Quickbooks Guidance: Setting Up Your Business


QuickBooks accounting software is an effective, user-friendly application commonly used by small businesses for maintaining their financial information.  Accountants frequently recommend it to clients for maintaining cash receipts and disbursements, receivables and payables, payroll, sales tax, and more.  Users enjoy the flexibility in the software’s application to a dynamic work environment, and they are often satisfied with its intuitive design, push-button reporting features, and overall affordability.  Tax preparers appreciate the standardized reports readily produced from backup files that are easily transferable between client and CPA.

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Due to the popularity of QuickBooks in our local market, I will be publishing a series of “How-To” guides for setting up your business using this application.  These guides will be brought to you weekly, and the information posted will be referenced from Intuit’s product manuals together with my working knowledge of the software.  The posts published as part of this series will be titled using the prefix “QuickBooks Guide:”, followed by a description of the topic covered for the week.

Below is the index of topics to be covered as part of this series:

  • Changing Quickbooks to Work the Way You Do,
  • Adding an Account,
  • Adding Customers,
  • Adding Vendors,
  • Adding Items,
  • Setting Up Sales Tax,
  • Setting Up Your Payroll, and
  • Setting Up Employees

If you have any questions or concerns regarding QuickBooks features or functionality, please reach out by way of leaving a comment below.

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