- #Change default file location quickbooks 2016 how to#
- #Change default file location quickbooks 2016 password#
Next, use the “Company Type” drop-down to select the legal structure of your company file. Once you have made your industry selection, you can then click the “OK” button to return to the Express Start screen. Note that you should only choose the “Other/None” option if you wish to create all of the accounts used by your company file manually by yourself or with your accountant. Note that if you cannot find a specific match, you can select the “General Product-based Business” or “General Service-based Business” choices. The chart of accounts for the selected type of industry will appear in the window to the right for you to review, if desired. Within this window, scroll through the “Industry” list in the lower left corner until you find the industry type that most closely matches the type of business that you operate.
You can also change these settings later, if needed. Note that the industry choice will impact which features of QuickBooks are enabled and disabled as well as determine the initial chart of accounts used by your company file. This window allows you to select your company file’s industry. Next click the “Help me choose” hyperlink next to the “Industry” text box to open the “Select Your Industry” window. Note that if you use a different name for legal and tax filings, you will actually enter that name in the third Express Start screen. In this screen, enter your company’s name as you wish it to appear to customers and vendors. When you are ready to proceed, click the “Continue” button. If you do NOT want this to occur, uncheck the checkbox before clicking the “Continue” button. To create both a local and online copy of your company file so you can use QuickBooks online, leave the check in the checkbox for “Set up my company file locally and on Intuit’s servers so that I can access QuickBooks features online.” This is an optional step that will make a copy of your company file on both your local machine as well as on an Inuit server, which you can sync to use QuickBooks features online.
#Change default file location quickbooks 2016 password#
If you have an Inuit account, enter the associated password for the account or enter a new password for the account if creating a new Inuit account.
Once you have entered your e-mail address, click the “Validate” button to continue. The Inuit account links you to goods and services available through Intuit. The account will then be created during this part of the process. If you do not have an Intuit account, enter the business e-mail address you want to associate with your Intuit account. You must be connected to the internet for this part of the company file setup. In the first Express Start screen, enter your Intuit ID or e-mail address associated with your Intuit ID into the “Email Address” field. You can then use the EasyStep Interview, which we will discuss in a later lesson, to create your company file. To do this, simply click the “Advanced Setup” button that is shown within the “QuickBooks Setup” screen, instead.
If you wish to use the Express Start feature, then click the “Express Start” button within the “QuickBooks Setup” screen to begin.Īlso note that for advanced features and setup, you can still use the EasyStep Interview to more thoroughly customize your company file at startup. Note that this is the same screen that opens if you select “File| New Company…” from the Menu Bar or simply click the “Create a new company” button shown in the “No Company Open” window. When you first open QuickBooks, the option to create a company file using the Express Start feature is displayed in the “QuickBooks Setup” screen. This feature simplifies and segments the steps in the EasyStep Interview into more manageable sections, so you can get started with QuickBooks more quickly. You can use the Express Start feature to create a new company file.
#Change default file location quickbooks 2016 how to#
In this post, we will discuss how to use the Express Start feature in the newest release of QuickBooks (2014). The Express Start feature in QuickBooks 2014 is slightly different than previous versions.
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