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Course Description
Setting Up Company Files
This course will go over everything there is to creating new company files, as well as working with them. Company files are the bare bones of any project within QuickBooks, so it's important to understand how they work within the system. You will learn the different options you have for subscriptions in QuickBooks, and how that effects company file choices. From there, you will learn how to set up company files for your projects, as how to manage users within those files.
Learning Objectives
- Differentiate subscription choices
- Use company files
- Manage users
Skills
- Create new company files
- Understand how files and users work
What You'll Learn
- Differentiate between subscription choices in QuickBooks and how they affect company file options
- Set up and create new company files for your projects
- Customize company files to fit your projects
- Manage users within company files
- Understand how files and users work together within the QuickBooks system
Key Takeaways
- Company files are the foundation of any project within QuickBooks, so understanding how they work in the system is essential.
- The subscription option you choose in QuickBooks affects your company file choices.
- The course covers creating new company files as well as working with and customizing them.
- Managing users is part of working with company files in QuickBooks.
Frequently Asked Questions
What does this course cover?
This course covers everything involved in creating new company files and working with them, including online subscriptions, creating new company files, customizing company files, and managing users.
What will I be able to do after taking this course?
You will be able to differentiate subscription choices, use and create new company files, customize them, manage users, and understand how files and users work within QuickBooks.
Why are company files important in QuickBooks?
Company files are the bare bones of any project within QuickBooks, so it is important to understand how they work within the system.
What skills does this course build?
It builds skills in business software, file management, financial and business management systems, QuickBooks accounting software, Workbooks CRM, and QuickBooks certification.
