Managing your Business Finances like a Pro: Getting Started

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Begin managing your finances using QuickBooks with thesesimple steps and quick tips.
GettingStarted

• Consult with your accountant and discuss the use ofQuickBooks
• Buy and Install QuickBooks pro (You can buy through us here)
• Structure your various accounts- Start with the minimumnumber of accounts, then expand.
• Establish an accounting routine that works for you and stickto it.
• Work with your accountant and keep in close contact all yearround.

GoodAccounting Habits

• Record Transactions regularly. Including but not limited to:

1.      Buying/Expense:bills, checks, credit, paying employees, contractors
2.      Selling/Income:estimates, invoices, sales
3.      CreditCard Transactions

• Reconcile accounts monthy
• Update financial statements quarterly
• Be as accurate and Consistant as possible
• Fix mistakes as they happen (They are fixable!)

Set UpYour BudgetIt is simple to set up your company’s budget in QuickBooks.The program allows you to create one budget per fiscal year for each account,customer or job, and class combination. More than one budget can be created ifthey are for separate categories.
How to Start: From the Company menu in QuickBooks, choosePlanning and Budgeting, then Set up Budgets.
Customizeyour QuickBooksHow to start: From the edit menu, choose “My Preferences”for personal usage then “Company Preferences” for changes applicable to allusers.
“My Preferences” changes the look, feel, and behavior ofyour personal usage of QuickBooks. You can customize everything from the color,to the usage of spell check.
“Company Preferences” changes the look, feel and behavior ofusers throughout the company. You can set the default ehaviors to warn you if aduplicate invoice number is being used, see cash or accrual basis regardinggraphs, and much more.
Explore your options to see what is right for you and yourcompany.

Now you are ready to go! If you need QuickBooks support youcan call us at 775-348-9225.
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