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In this QuickBooks Pro 2017 training video tutorial for beginners, discover how to create and setup your company file in QuickBooks Pro.

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Alright we’re working in module 2 which is the Getting Started module and this is going to be section 2 and the first part of section 2, Creating Your Company File.

Each time you create a file in QuickBooks it’s called a company. You can have as many company files in QuickBooks as you would like. So I want to show you how to go ahead and set up a company file and then how if you need to open a different one you’re able to do that.

This is the screen that you will always see when you first open QuickBooks. It should also be the last screen you see before you close QuickBooks for the day. This is where you’re going to be able to actually open an existing file. You would see it in the list here. You could also create a new company, which we’re going to do in just a second. And you could also open a restored company here. Now this open is really the same as this one. It just allows you if you don’t see the company file you’d like in this list you can go ahead and just search your computer for it. And briefly let me tell you what restore means.

We’ll talk a little bit later in another module about backing up your company file. If you ever need to use that backup you would have to go through an option called Restore and this is where you would get to that particular option. Also notice the sample files and there’s a down arrow because you’ll have several you can choose from. If you don’t know how to do something see how they did it in one of the sample files and that’ll help you out quite a bit. So everyone has these, just so you’ll know.

What I want to do now is go through and create a new company file with you. Now this will be a onetime thing you have to do for each company file that you create. And it’s going to take a couple of minutes but once you get it setup you’ll be glad you went through it.
This is going to walk us through something called the EasyStep Interview. Now this first screen that comes up it always asks you if you’d like to go ahead and use the Start Setup option here or just notice also that down here you can actually look at some of these other options. Like sometimes people have other software packages they’ve been using to do their accounting and you’re able to convert some of that data into QuickBooks, like Quicken. That’s a popular one. Also if you want to open an existing file they give another choice to do it here or you can go through this Advanced

Setup here. I’m going to go ahead and click on this Advanced Setup because sometimes this basic one doesn’t always give you everything you need to do a really good, firm setup. So I’m going to choose Advanced Setup and this walks us through what they call the EasyStep Interview.

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