QuickBooks Certified User Exam Accurate 100% (Rated A+)

What information is required before setting up a QuickBooks file? - ANSWER 1. Company name 2. Industry 3. Company type 4. Company contact information 6. Tax ID How do you start a new company data file in QuickBooks (Express Start and Advanced Setup)? - ANSWER File>New Company Three options: 1. Express Start 2. Advanced Setup 3. Other Options (convert from other files) How do you keep the lists and preferences from an old file while removing old transactions? - ANSWER File>Utilities>Condense Data Select: All Transactions How do you customize the home page? - ANSWER Edit>Preferences Select: Desktop View Select either: My Preferences tab OR Company Preferences tab How do you set up lists (customers, vendors, items, etc)? Include which names and items should appear on which lists. - ANSWER This is the last step after you've created your new company file. You may add data here or add it later. The Customer List should include only names of people that pay you for products and services. The Vendor List should only include names of people that you pay for products and services. The Employee List should only include names of people you pay to work for your company exclusively. The Items List should include things products and services that your company offers. How do you navigate or move around QuickBooks (use home page, menus, icon bar, etc)? - ANSWER On the home page there are workflows that are set up in different categories. The categories are: 1. Vendors (Purchase Orders, Enter Bills, Receive Bills) 2. Customers (Create Invoices, Statements, Receive Payments, etc)