Business & Other
Reader small image

You're reading from  Mastering Quickbooks® 2023, Fourth Edition - Fourth Edition

Product typeBook
Published inNov 2022
PublisherPackt
ISBN-139781803243634
Edition4th Edition
Tools
QuickBooksQuickBooks
Concepts
Business Management
Right arrow
Author (1)
Crystalynn Shelton
Crystalynn Shelton
author image
Crystalynn Shelton

Crystalynn Shelton is a licensed CPA and small business advisor specializing in financial accounting software training, coaching, and consulting. She has written two Amazon Bestsellers, Mastering QuickBooks 2020 and Mastering QuickBooks 2021. In addition to having experience as a small business owner, she has more than 20 years' experience in providing accountancy consultancy in the entertainment, oil and gas, education, and computer technology fields. Crystalynn is an Advanced Certified QuickBooks ProAdvisor and has taught accounting, bookkeeping, and QuickBooks courses for the last 12 years at the University of California at Los Angeles Extension. When she is not in the classroom, Crystalynn enjoys trying new restaurants and curling up with a good book!
Read more about Crystalynn Shelton

Right arrow

Key information and documents required to complete the company file setup in QuickBooks Online

Before we get into the mechanics of creating your company file, you will need to gather some key documents and answer a few questions first. This information is necessary so that you can customize QuickBooks for your business. Plus, having this information at your fingertips will help you to complete the company setup a lot faster.

The information you will need to know includes the following:

  • Company name: This needs to be the legal name or the business name that should appear on all legal documents and payroll forms.
  • Company contact information: This will include the mailing address, business telephone number, business email address, and website address of the company.
  • Industry: In QuickBooks, you will select the industry that your business falls into. Using this information, a default chart of accounts list will be created for you.
  • Federal tax ID number: A nine-digit number that identifies...
lock icon
The rest of the page is locked
Previous Page
Chapter 4 of 28, Page 4
Next Chapter
You have been reading a chapter from
Mastering Quickbooks® 2023, Fourth Edition - Fourth Edition
Published in: Nov 2022Publisher: PacktISBN-13: 9781803243634
© 2022 Packt Publishing Limited All Rights Reserved

Author (1)

author image
Crystalynn Shelton

Crystalynn Shelton is a licensed CPA and small business advisor specializing in financial accounting software training, coaching, and consulting. She has written two Amazon Bestsellers, Mastering QuickBooks 2020 and Mastering QuickBooks 2021. In addition to having experience as a small business owner, she has more than 20 years' experience in providing accountancy consultancy in the entertainment, oil and gas, education, and computer technology fields. Crystalynn is an Advanced Certified QuickBooks ProAdvisor and has taught accounting, bookkeeping, and QuickBooks courses for the last 12 years at the University of California at Los Angeles Extension. When she is not in the classroom, Crystalynn enjoys trying new restaurants and curling up with a good book!
Read more about Crystalynn Shelton

Personalised recommendations for you

Based on your interests and search pattern

Engineering Manager's Handbook

Engineering Manager's Handbook

Engineering Manager's Handbook is a comprehensive guide for managers to excel in their role, foster customer-centric digital products, learn leadership, team building, and balancing technical work with management. You’ll also explore how to develop trust, authority, and collaboration to drive success and make a lasting impact.

BookSep 2023278 pages
C++ Game Animation Programming

C++ Game Animation Programming

Video game characters have a fascinating history, evolving from simple 2D sprites to high-polygon 3D models. Take a look behind the curtain and learn how to build a 3D renderer, load character models, play animations and blend between them, and create large crowds of animated people with this comprehensive C++ game animation programming guide.

BookDec 2023480 pages
Gamification for Product Excellence

Gamification for Product Excellence

This book helps you to take your product management strategy to the next level by standing out in crowded markets. Along with boosting user adoption rates by creating engaging products that incorporate playful elements, learn gamification theory and how to integrate it into your design, product development, and product management processes.

BookSep 2023350 pages
Supercharging Productivity with Trello

Supercharging Productivity with Trello

Supercharging Productivity with Trello is the ultimate guide for anyone looking to boost their productivity with digital tools. Whether you're new to Trello or a seasoned professional, this book covers everything from core features to advanced automation, and Power-Ups.

BookAug 2023342 pages
Automate It with Zapier and Generative AI

Automate It with Zapier and Generative AI

This comprehensive guide takes you through the concepts of business process automation, showing you how Zapier can facilitate it without having to write code and helping you to boost productivity. You’ll learn how to save time, reduce costs, and make your business recession-proof by using Zapier to automate tasks in your cloud-based business apps.

BookAug 2023706 pages
Scoring to Picture in Logic Pro

Scoring to Picture in Logic Pro

In this book, you’ll explore a variety of techniques to synchronize music to picture using Logic Pro. Though this is not a technical manual, it will teach you how to make the best use of Logic Pro and how to wield this technology to maximize your potential when scoring to picture.

BookSep 2023412 pages
Mastering Information Security Compliance Management

Mastering Information Security Compliance Management

This concise book equips you with the knowledge and practices needed to establish and maintain an effective information security management system. The chapters provide insights into ISO/IEC 27001/27002:2022, risk management, ISMS development, incident management, audit processes, and strategies for continuous improvement.

BookAug 2023236 pages1
Implementing Atlassian Confluence

Implementing Atlassian Confluence

Implementing Atlassian Confluence provides both a high-level overview and an insightful path for remote collaboration with Atlassian Confluence. With this multi-layered yet practical guide, you’ll be able to set up Confluence-based collaboration with minimum external consultancy services to ensure smooth and close coordination between teams.

BookSep 2023406 pages
R Bioinformatics Cookbook

R Bioinformatics Cookbook

This book takes a unique problem–solution approach to handling complex tasks in the bioinformatics domain using different datasets present in the book. With the help of real-world examples, you’ll learn to put each independent recipe to use to tackle problems in the field of bioinformatics.

BookOct 2023396 pages
Build Your Own Metaverse with Unity

Build Your Own Metaverse with Unity

Build Your own Metaverse with Unity is a practical guide for developers to create their own metaverse - a virtual world with infinite possibilities. It empowers you to identify gaps in existing metaverses and improve upon them, enabling you to shape your virtual world.

BookSep 2023586 pages5