Easy Way to Create New Quickbooks Database

How to Create a Company File in QuickBooks Using Express Start

To get started using QuickBooks, you must first create a company file. Setting up your company file correctly is crucial to the overall efficiency of the QuickBooks software. Before you begin, you may want to verify your setup information with your CPA or with a QuickBooks Pro Advisor. There are three ways to create a new company file using QuickBooks. We recommended that you use the Express Start wizard to guide you step-by-step through the setup process.

This feature works the same in versions 2011–2016 of QuickBooks.

The Express Start takes only a few minutes to complete, and it is recommended that you avoid skipping questions during the process. To set up your company file using the Express Start wizard:

1. From the QuickBooks menu, select File > New Company.
2. In the QuickBooks Setup dialog box, click Express Start.
3. Enter name, industry, type, and tax ID information for your company. Click Continue.
4. Enter the legal name of your business and general contact information. Click Preview Your Settings.
5. In the Preview Your Company Settings dialog box, select the Chart of Accounts tab.
6. The list box on the Chart of Accounts tab shows accounts that are common for your industry. The accounts indicated by a checkmark are those that QuickBooks proposes to include in your chart of accounts. To finish setting up your chart of accounts, review the list of accounts, adding and removing accounts as appropriate.
   • To add an account, click on it to place a checkmark next to the account name.
   • To remove an account, click on it to remove the checkmark.
7. When you finish your account list, select the Company File Location tab.
8. QuickBooks suggests a default location for your company file. To save the file in a different location, click Change Location, browse to the new location, and click OK.
9. Click OK to close the dialog box.
10. Back in the contact screen, click Create Company File.
11. After the company file is created, the following screen displays:

To add company data manually, perform one or more of the following tasks:

1. Add customers, vendors, and/or employees.
2. Add your products and services.
3. Add bank account information.
   • In the Add your bank accounts section, click Add.
   • The cells in the table are editable. Fill in details about your bank accounts. The Account Name field is required.
   • When finished, click Continue.

To begin using QuickBooks immediately, click Start Working.

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