To rectify any error in your Company Information, navigate to the main menu at the top of the screen and click where it says QuickBooks and then click on Preferences. If you realize that some mistake was made while setting up the new file, that can be fixed. When you have all the accounts selected that you would like, click Finish and then on the following screen, confirm and click OK.Īfter your file has been created, you’ll be able to dive into your QuickBooks File and begin doing your bookkeeping. The ones you pick will be specific to your business. Depending on your industry, the defaults will change and add different accounts. You will notice that some of these accounts are already checked. This is where you select the industry and the accounts in your chart of accounts. Once you click next, you’ll be brought to a page titled Step 2 of 2. You will know the kind of business you have best, so do what applies to you. Just head over to the IRS.gov website, search for “EIN” in the search box, click the link to the page titled “Apply for an Employee Identification Number,” and then follow the steps presented to you. If you don’t have an EIN, obtaining one is quick and easy. Instead, use an EIN if you have one available. The part to note is that for the Income-tax Form Used, we advise against using your Social Security Number. This part is self-explanatory and will depend on the specifics of your business. In this example we’ll name it RachelsMacVideoFile and save it to the Documents folder.Īfter our file is named and saved to a safe location, it’s time to fill in the details about our company address and tax information. Once we’ve clicked “Get Started” we will then need to name our file.
To begin setting up your new file, click the Get Started button in the upper middle part of the program.
QuickBooks will list the date modified next to each company file. When we first open QuickBooks, we are greeted with a screen that lists each company file.
#Make a quickbooks backup for mac how to
In today’s blog post, I’m going to show you how to set up a new company file in QuickBooks 2019 for Mac.
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