Opening the EasyStep Interview at other times: With your company file open, choose EasyStep Interview from the File menu. The interview picks up where you left it and you can continue on. You can’t change information by returning to the EasyStep Interview and answering the questions differently. If you need to change information you entered in the EasyStep Interview, change it directly in QuickBooks. The EasyStep Interview is designed to help you with the initial set up of your company file, not for editing it.
Getting around in the EasyStep Interview The EasyStep Interview is broken into six sections. After you complete all the sections, your company file contains basic information about your business. ■
General: Lets you enter company information, choose a chart of accounts appropriate
for your business, decide on QuickBooks preferences, and specify a business start date. Complete the General section of the Interview before going on to other areas. QuickBooks won’t know enough about your company to ask the rest of the Interview questions unless you fill in your basic company information and start date first. ■
Income & Expenses: Lets you review the income and expense accounts on your
business’s chart of accounts and create new accounts, if needed. ■
Income Details: Lets you specify whether your business income is from services and/or
products you sell. Based on the information provided, QuickBooks determines which income tracking and accounts receivable features you need. ■
Opening Balances: Lets you enter information about the customers who owe you
money as of your start date, vendors to whom you owe money as of your start date, and balances in your balance sheet accounts as of your start date. ■
Payroll: Lets you enter information like Social Insurance Number and birth date for your employees, set how often you will pay them, and set up payroll items (which you use to assign rates of pay, income taxes, and other deductions and additions to pay cheques for employees).
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What’s Next: Describes some common tasks in QuickBooks that you may want to
complete after you have finished the Interview. Some questions ask you to make a decision that is not easily reversed. When this is the case, you’ll see a warning symbol:
Setting up your company in QuickBooks
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