If you just started your business, the start-date decision is easy: it’s the day you start your company. After that, you’ll be ready to dive into bookkeeping. The rest of this chapter explains how to create a company file, and then how to open company files you create. The first time you launch QuickBooks, you’re greeted by the QuickBooks Setup dialog box, whose sole purpose is to help you create a company file in one way or another. And in Windows 8.1, you can right-click the QuickBooks desktop icon and choose “Pin to Start.” In Windows 8, point the cursor at the screen’s upper-right corner to display the Charms menu, click Start, and then click the QuickBooks icon on the screen’s right. If QuickBooks isn’t already listed in the Start menu, choose Start→All Programs→QuickBooks→QuickBooks Pro 2016 (or QuickBooks Premier 2016). In Windows 7, click Start→QuickBooks Pro 2016 (or QuickBooks Premier 2016). You can also launch QuickBooks from the Start menu. Type the label you want to use, and then press Enter. To do that, right-click the icon, and then, on the shortcut menu, choose Rename. You can rename desktop icons, as was done here. The taskbar is easy to reach, because program windows don’t hide it the way they do desktop shortcuts. Finally, you’ll learn how to open a company file, update one to a new version of QuickBooks, and modify basic company information.įigure 1-1. Windows’ taskbar keeps your favorite icons near at hand. If you’re converting your records from another program, this chapter provides some hints for making the transition as smooth as possible. Then, if you need to create your company file yourself, you’ll learn how to use the QuickBooks Setup dialog box or the EasyStep Interview to get started (and find out which other chapters explain how to finish the job). This chapter begins by explaining how to launch your copy of QuickBooks. For example, if you’ve worked with an accountant to set up your company, she might provide you with a QuickBooks company file already configured for your business so you can hit the ground running. If you’re new to bookkeeping, another approach is to use a file that someone else created. You can create a company file from scratch or convert records that you previously kept in a different small-business accounting program, Quicken, or even another edition of QuickBooks like QuickBooks for Mac. If the Project has multiple Items that need to be removed, simply override the price for ALL of the Items and generate one single, zero balance Invoice for the Project.A company file is where you store your company’s financial records in QuickBooks, so it’s the first thing you need to work on in the program. The Item will now be dropped from the report. You can then click Preview to generate the the Invoice in your default web browser. On the Client Invoices Window, click the Post button.Ensure that the Item(s) is tagged and click OK.The Item Invoice Price is now 0.00, along with the Invoice Balance Due being 0.00.Change all the Quantity to Invoice, Deposit to Apply, Price to Invoice and Taxable Amounts, if necessary, to 0.00. On the Override Invoice Price window, select the Override checkbox.Select the Item that you want removed from the WIP report and click the Override button.Use the Tag button on the bottom of this window to narrow your search.Check Show All on the New Invoice window.On the New Invoice window, input the Project code to display the Items.Go to Client Invoices on the Accounting tab under Accounts Receivable, click Add.To do so open the Project Specifications window and select Show All or Show Complete, right click to adjust the Status. Check to make sure the Item Status is not set to Complete or it will not display on the New Invoice window. ![]() Step-by-Step Instructions on Removing WIP Report Entries To remove an entry from the WIP report, you will generate a zero balance Client Invoice for the Item
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