Question
Can someone please share the step by step process for setting up a new Accounting practice account in quickbooks incuding bringing in opening balances
I am trying to setup my own Accounting practice books and bringing data across from Xero and just need to know the order in which to setup the various item and a quick step by step guide - Assuming before anything else, I would
1) define the fiscal YE and start date and then
2) Setup COA, customers and vendors
just need a quick overview of the next steps and where to go to set these up - do I bring in Open AR/AP next and where do I find templates for these ? and how do I setup bank accounts and opening balances etc.
I have setup companies in other platforms easily but QB isn't as intuitive and there are a lot of videos online but hard to find ones specific to what I need. I just need a quick overview of what order to setup everything in and where exactly to do it pleeeese and thank you.
1) define the fiscal YE and start date and then
2) Setup COA, customers and vendors
just need a quick overview of the next steps and where to go to set these up - do I bring in Open AR/AP next and where do I find templates for these ? and how do I setup bank accounts and opening balances etc.
I have setup companies in other platforms easily but QB isn't as intuitive and there are a lot of videos online but hard to find ones specific to what I need. I just need a quick overview of what order to setup everything in and where exactly to do it pleeeese and thank you.