Personal Preferences in QuickBooks

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• New QuickBooks File Setup

  We recommend that you create a new company file from scratch rather than using a template or starter file. Template files usually have been created from an old version and copies certain settings and log files into your new company. Creating a file ...

• Setting up new employees in QuickBooks

  A lot can go into setting up and using payroll in QuickBooks. Below is a general overview of how to add an employee to an existing payroll subscription in QuickBooks. Please contact CleanBooks for assistance if needed. Have the employee fill out the ...

• Classes in QuickBooks

  If you use class tracking, you can set your preferences so QuickBooks prompts you to assign a class before completing a transaction.  To do this go to Edit> Preferences, click the Accounting preference, click the Company Preference tab, then check ...

• Was your company file setup by a QuickBooks professional?

  A well designed QuickBooks file can is essential for getting the most out of QuickBooks. All start-up companies should have their file developed by a QuickBooks professional. While QuickBooks offers lots of customization, there are a number of key ...

• Sales Tax In QuickBooks

  Following these instructions is important for filing sales tax correctly in QuickBooks. Incorrectly filed sales tax may result in overpaid or underpaid tax liabilities, as well as a number of errors on QuickBooks reports. Sales Tax Liability Report ...