Sep 16, 2014 11 minute video walkthrough of new features and improvements on QuickBooks for Mac 2015. You will install your QuickBooks software like you would any other software program. Follow the instructions that pop up on your screen. You will be able to choose where the program will be saved on your hard drive, as well as other common aspects. If, for some reason, you have problems during installation or the program does not function properly once it is installed, here are some tips that will help. 1. Make sure the software is compatible with your computer and your operating system. It should be, and this should never be a problem. 2. Uninstall the software by going to the Control Panel on your computer, then Programs and Features. Find QuickBooks, then uninstall it. 3. Reboot your computer. This is important for a fresh install. If you try to re-install without rebooting, you may have the same problems all over again. 4. Re-install the software. If you still have problems at this point, you can do some things to help eliminate the problem. These things include running Scandisk on your computer, defrag, and also making sure there aren't any viruses. If nothing else works, visit the Intuit website for help. Getting Ready to Use QuickBooks QuickBooks takes a while to get set up before you can start using it. You are going to have a lot of data and information to input if this is the first time that you have ever used QuickBooks for your business' bookkeeping and accounting. However, you can make things easier by gathering some of the information you'll need ahead of time. Here are the first things you'll want to do: • Decide on a conversion date, or the date that you convert from the accounting system you were using to QuickBooks. • Have a trial balance as of the conversion date. We'll talk about that in just a minute. • Collect things you will need or want to have close by for the interview. Don't worry. We are going to provide a list. Picking a Conversion Date You can pick a conversion date using one of these three methods: • Convert at the beginning of the calendar year. This makes the most sense and is, by far, the best way. In fact, we recommend it. It requires less work, and all your information for the calendar year will be in one accounting system instead of two. • You can convert at the beginning of a month or quarter. This can be a beast to do because you have to enter your year-to-date income and expenses from the old system into the new. It is kind of like double the work, since you did all of it already in the old system. • You can convert when you feel like it. It is going to be a lot of work, but you can do it. Determining a Trial Balance A trial balance simply lists your assets, liabilities, and owners' equity account balances. It also includes the year-to-date income and expense numbers for the conversion date. This may sound like a daunting task, but it is really not. If you are currently using Quicken or Simply Accounting (by Computer Associates), it may be able to produce a trial balance for you. Your trial balance should show all of your account balances for the day when you start to use QuickBooks. Paragon ntfs for mac entfernen. If you are using another accounting system or this is your first time ever using one, here's how you get those balances: 1. Determine your cash balance by reconciling your bank accounts. This must be the balance on the conversion date. To get an accounts receivable (or money owed to you) balance, total up unpaid invoices from customers. To get asset account balances, you must know the original cost of the asset. My passport for mac not showing up in windows. If they are depreciable fixed assets, you will need the accumulate depreciation amount, or the total amount that you have already depreciated the asset. To get your liability account balances, have the amount that you owe on each liability handy. There's no need to fuss with equity accounts. QuickBooks will generate the balances for you by figuring out the difference between your assets and liabilities. Other Things You Will Need Once you complete those things, it is time to gather the information you will need. We have included a list below for you to use as a guide. Although the gathering of the information may be time consuming in itself, it is important that you take the time to do it. • The federal tax return from last year. • Copies of the most recent state and federal payroll tax returns. • Copies of unpaid invoices. ![]() • Copies of unpaid bills. • A detailed list of your inventory. • Copies of the prior year's W-2 and W-4 statements. • Details of any payroll tax deposits. • A list of ALL transactions for the past year, including sales, purchases, and payroll transactions. Choosing How to Create a Company File QuickBooks Once you've gathered all the information you'll need, it's time to open QuickBooks. If you are using Premiere, Pro, or Enterprise, you will see the icon on your desktop. Just double click on it to open the program.
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