To learn more, go to QuickBooks Help (Help > QuickBooks Help) or toAuthor’s Note: This is the first—a brief overview — in a series of articles explaining how to get your business history into QuickBooks. (Most Macs read and write data to and from PC-formatted media.) In QuickBooks 2012 for Mac,2 choose File > Open Company, select the. Qbb le to the Mac user via CD, USB drive, or iDisk. File > Utilities > Copy Company File for QuickBooks Mac to save the le as a.And as with most moves, you probably won’t do it all in one fell swoop. What we are familiar with: the Admin login for a QuickBooks Company file.It’s moving day! Only instead of moving offices, you’re moving your data into QuickBooks. But for now, here’s a bird’s eye view of what you need to do.Mac OS Extended, also known as HFS Plus or HFS+, is the file system used on.You set the company file’s start date to January 1, even though you’ve been in business for three years already. For example, let’s say your new year’s resolution was to move your business finances from spreadsheets to QuickBooks. Your business may have existed for longer than that start date, but that’s OK. If you entered a start date in the past, you’ll need to enter all historical transactions from that start date through today. But even if you don’t have all the historical data in your company file, you can (and should) still keep going with entering new transactions along the way.When you created your company file, you entered a start date for your company.
Transfer Company File Quickbooks How To Get YourAccurate balances in your bank accounts and all other accounts After you enter your transactions from your start date up to today, you’ll have: Why enter my historical transactions?Entering historical transactions gives you an accurate look at how your company is doing in the present and over time. If you’re in doubt about what your start data should be, check with your accountant. You’re just starting your QuickBooks file at a moment in time. You probably have current transactions happening right now that you need to record, as well as get your historical data into QuickBooks. Just because you starting to use QuickBooks doesn’t mean your business has stopped running. Accurate sales tax reports for any period after your start dateDo I wait to enter current transactions until I get the historical data in?No. Accurate year-to-date profit and loss statements Up-to-date records of what customers owe you and what you owe vendors So the only bank transactions you’ll have to enter in your bank account are those that are still missing after you finish entering transactions for accounts payable, accounts receivable, and payroll.You must enter bills and invoices first before you enter payments. You want to do this because your Accounts Payable and Accounts Receivable accounts affect your QuickBooks bank accounts (but not the actual account at your bank). This may seem counterintuitive, but stay with me here. Recursion tree for word macThen you can fill in any other transactions you haven’t recorded previously. As you record your bill payments and your customers’ invoice payments, QuickBooks updates your bank balance. You’ll have an accurate view of which invoices and bills are paid in full, which are partially paid, and which aren’t paid at all. That way QuickBooks knows which bills you’ve paid and what invoices your customers have paid.Paying attention to these two guidelines will pay off big for you later on. Likewise, if a customer has sent you their payment, then QuickBooks needs to know what invoice the payment is for.
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