How is your company organized? Select your company organization type. For most farming and ranching operations, you will want to select “Agriculture, Ranching, or Farming.” d. Select your Industry: Based on your selection, QuickBooks® will customize its settings to better accommodate your business. Enter your company information: You are only required to enter a company name, but entering all pertinent company information now will save time and make things easier later. Click “Start Interview” and begin answering the interview questions. (This option can also be found in the File menu on the toolbar). Once you have opened QuickBooks®, select the “Create a new company” option. Step 1: Complete the Easy Step Interview Create a Company File using the Easy Step Interview: a. More information regarding these courses will be made available on the USU Extension Agribusiness Webpage: 3 In addition to this self-study guide, Utah State University Extension also organized occasional QuickBooks® courses.
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This tutorial was written to guide you in using QuickBooks® Pro 2009, but may also be useful if you are using another edition of QuickBooks® as many of the recent editions have the same or very similar interfaces and most of the tasks are accomplished in a similar manner. As you regularly and accurately enter all your record keeping information into QuickBooks®, you will be able to make use of the many financial reports QuickBooks® can generate and make available for you to better manage and analyze your business performance.
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It will also show you how to track your sales and create invoices and sales receipts for you customers. The tutorial will show you how to track your bills in QuickBooks® and better ensure they are paid on-time. It will guide you through the process of creating a company file in QuickBooks®, setting up a chart of accounts, and creating customer and vendor lists. This tutorial is meant to enable you to better manage your business finances by guiding you through the basics of keeping adequate records for your farming operation using QuickBooks®. Utah State University Extension is dedicated to helping agricultural producers in Utah succeed in their agricultural endeavors. 21Ī Basic Guide for Beginning QuickBooks® Users Step 2: Familiarize Yourself with the QuickBooks® Homepage. 4 Customize QuickBooks® for you Business.
Step 1: Complete the Easy Step Interview. Drollette Department of Applied Economics Utah State University A Basic Guide for Beginning ® QuickBooks Users Sarah A.
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