QuickBooks Quickies – All About The Setup

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Having a solid foundation is important.  That’s the case with more than just houses… 

With number crunching and report generation, there is a saying “garbage in, garbage out”.  You can’t expect to have meaningful reports if the numbers you put are incorrect, entered haphazardly or a lot of pieces are missing.  The same can be said for software setup.  If you don’t take your time to do it correctly… the rest of the proverbial house will come crashing down around you.

So get it right… take your time and setup up your QuickBooks file right.   You’ll have less headaches later.

 

To get a copy of the checklist mentioned in the video, check it out here:  QuickStart Checklist.

To see the rest of Module 1:  All About The Setup, you’ll have to check out QuickBooks Basics.

As always, if you have questions… drop us a line:  inquiries[at]thecommoncents[dot]com.

EDITOR’S NOTE/UPDATE (7/2014):  We no longer support Quickbooks.  Both the Checklist and the Training Program Quickbooks Basics have been discontinued.

 

 

About The Author

Joyce M. Washington is a Certified Public Accountant & Business Strategy Coach who teaches other accountants and coaches how to go beyond the numbers and grow their businesses. She is the creator of The Blueprint: Your Guide To Profitable Pricing and Packaging and QuickBooks Basics.

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  • http://www.facebook.com/denny.hagel Denny Hagel

    Great instruction! I have been using Quickbooks (actually started many many years ago with Quicken) for all of my business and personal needs for about 20 years…very easy to learn and use! Thanks!

    • http://www.thecommoncents.com Joyce M Washington

      I’m finding that a lot of people are leary of QuickBooks. thanks for stopping by and giving me a little nudge of encouragement :)

  • Patricia

    thanks for the great info!  I’ve started learning quick books recently because more people around me are using it!  learning curve again!! 

    • http://www.thecommoncents.com Joyce M Washington

      Learning curve, yes… but I’m here to help to cut it down a bit for you.

  • http://alexandramcallister.com/ Alexandra McAllister

    Great tips on using Quickbooks, Joyce! I am lucky to have a friend that does all that stuff for me. I know it would be good for me to learn this…just in case.  Thank you so much.

    • http://www.thecommoncents.com Joyce M Washington

      I have more coming… send your friend a link. The more the merrier :)

  • http://manifestingmydestiny.com/ Lorii Abela

    Excellent video instruction, Joyce. Thanks for sharing. 

    • http://www.thecommoncents.com Joyce M Washington

      thank you Lorii. I’ve been getting a lot of requests, finally finding the time to actually do them. thanks again. :)

  • Sharon

    OOhh thank you for this video.  This is not an aspect of business I enjoy at all!

    • http://www.thecommoncents.com Joyce M Washington

      Happy to help. Sharon, let me know if you have specific questions that I can address (and blog about).

  • http://www.facebook.com/ElizabethLManess Liz Maness

    I my I sure need this!!! My bookkeeping is a mess :(

    • http://www.thecommoncents.com Joyce M Washington

      Sometimes you have to start over… I’ll whip you into shape in no time. :)

  • Kim Garst

    Such a great point on many fronts :-) 
    “Garbage in, garbage out”

    • http://www.thecommoncents.com Joyce M Washington

      thanks Kim… that’s how it is with so many things – especially data. can’t make good decisions based on bad information… :)

  • Jen

    Love the video and the “handouts.”  Thanks so much for sharing! 

    • http://www.thecommoncents.com Joyce M Washington

      glad you enjoyed them. :)

  • http://www.sherievenner.com Sherie Venner

    I am a big fan of video instruction, so this suits me so well, Joyce! I really like that you provided a checklist, too!

    • http://www.thecommoncents.com Joyce M Washington

      would have taken me too long to do a full setup so thought I would have a handout to show you what information you need. glad you liked it.

  • http://twitter.com/memktgservices Mandy Edwards

    I have enjoyed following your Quickbook Quickes on Twitter today!  Excited to see all the success!

    • http://www.thecommoncents.com Joyce M Washington

      Thanks for paying attention… wasn’t sure anyone had noticed.

  • Sue

    Thanks Joyce.. I appreciate the video. I learn best in this kind of setting!!

    • http://www.thecommoncents.com Joyce M Washington

      I think that a lot of people do… myself included. Glad you enjoyed it. I will have more coming. I can’t seem to create & edit them fast enough!

  • Anita Fiander

    This is great! We have out taxes done out of office but very informative! Thanks for all you do and I have shared on LinkedIn :)

    • http://www.thecommoncents.com Joyce M Washington

      Glad that you found it informative. Thanks for sharing it on LinkedIn. :)

  • http://twitter.com/SaraShops Sara Nickleberry

    Wow! So valuable! Thanks for posting. This is really helpful Joyce.

    • http://www.thecommoncents.com Joyce M Washington

      glad you found it useful!

  • http://drmommyonline.com/ Dr. Daisy

    Great video with extremely valuable information…thanks so much for sharing it with us:)

    • http://www.thecommoncents.com Joyce M Washington

      thank you Dr. Daisy… there are more to come.

  • Carla J Gardiner

    I’ve bookmarked this for future reference. I’ll be taking over my Quick Books here shortly and have no idea…great resource…thank you so much.

    • http://www.thecommoncents.com Joyce M Washington

      You’re welcome Carla… let me know if you have specific questions once you take over the bookkeeping.

  • http://micheletremblay.com/ Michele M Tremblay

    Thanks for the video. It makes this kind of learning so much more understandable!

    • http://www.thecommoncents.com Joyce M Washington

      Happy to help, Michele.

  • Sue Glashower

    I love your video! I handle my husband’s business on Quickbooks and I know I don’t always enter things quite right so I am looking to learn more and have bookmarked your site for reference. Thank you!

    • http://www.thecommoncents.com Joyce M Washington

      be sure to come back often… and let me know when you have questions.

  • DEEP3R

    Fantastic video Joyce!! I would be lying if I said I liked quickbooks. Maybe watching your video will make me like it more.

    • http://www.thecommoncents.com Joyce M Washington

      thanks so much! QuickBooks isn’t fun… but is necessary.

  • http://twitter.com/CarolGiambri Carol Giambri

    Great video. Love the “how to” and have used Quickbooks in the past.  Back then great support from them as well. 

    • http://www.thecommoncents.com Joyce M Washington

      thanks Carol… appreciate your support.

  • GinaParris

    bookmarked! Thanks for the helpful video. I just pay a bookkeeper for her priceless help. Bless you!

    • http://www.thecommoncents.com Joyce M Washington

      send your bookkeeper on over for tips too. 😉

  • Suzanne

    Such great information to share at this time of year! 

    • http://www.thecommoncents.com Joyce M Washington

      all year ’round… it’s what we do. :)

  • Edmund Lee

    Great video Joyce! I have the software, but i haven’t used it. I’ll keep this in mind for future reference. Very valuable information. Thank you for sharing.

    • http://www.thecommoncents.com Joyce M Washington

      You’re welcome Edmund. Glad you found it useful. It’s about that time to break in the software… get in there and start using it. 😉

  • Carl Mason-Liebenberg

    Thank you for such a valuable video! Though has now been years, I once was a faithful user of Quick Books! May need to return to it soon!

    • http://www.thecommoncents.com Joyce M Washington

      I would think so. Let me know if you need help setting your new coaching programs up in QuickBooks.

  • Theresa Cifali

    Thank you so much for the video and the very helpful checklist.  I am one of those people who need that to keep me organized and from getting overwhelmed!  

    • http://www.thecommoncents.com Joyce M Washington

      Me too! I had forgotten how “nosy” Quickbooks was… until I created that checklist.

  • http://www.thecommoncents.com Joyce M Washington

    Fearlessly seems to be the word du jour! Glad you found the video helpful and empowering. There are more to come so come back often… and let me know when you have questions. I may turn it into a blog post… just for you! 😉

  • http://www.thecommoncents.com Joyce M Washington

    thanks Sarah. I’m working on more so stay tuned. :)

  • http://www.JenniferHerndon.com Jennifer

    Life is so much easier if you start projects out right isn’t it?  It may take a little more time in the beginning, but I have learned from experience that it saves A LOT of time in the future. Thanks for the great video and checklist ~ exactly what I need!

  • Pingback: Typical QuickBooks Setup Errors & How To Fix Them - Common Cents Consulting | Common Cents Consulting()

  • Pingback: QuickBooks Quickies – Transaction Double Check [Video] - Common Cents Consulting()

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