Questions You ll Have to Answer

Questions You'll Have to Answer

The EasyStep Interview is a quick process, but to get from screen to screen you need to be able to answer some basic questions about your company. Most of these are yes-or-no questions, and they don't ask for specific company amounts. Here are the questions you encounter on the early EasyStep Interview screens:

• Select your industry: Choose from a list of sample industry choices.
  
  
• What do you sell? Indicate if you sell services, products, or both.
  
  
• How will you enter your sales in QuickBooks? Indicate if you record your sales individually, as a daily or weekly summary, or if you use QuickBooks as a point of sale program.
  
  
• Do you sell products online? Yes, no, or maybe in the future.
  
  
• Do you charge sales tax? Yes or no.
  
  
• Do you want to create estimates in QuickBooks? Yes or no.
  
  
• Do you want to track sales orders before you invoice your customers? Yes or no.
  
  
• Do you want to use sales receipts in QuickBooks? Yes or no.
  
  
• Do you want to use billing statements in QuickBooks? Yes or no.
  
  
• Do you want to use invoices in QuickBooks? Yes or no.
  
  
• If yes to the above question, Do you want to use progress invoicing? Yes or no.
  
  
• Do you want to keep track of bills you owe? Yes or no.
  
  
• Do you want to track inventory in QuickBooks? Yes or no.
  
  
• Do you accept credit cards? Yes, no, or maybe someday.
  
  
• Do you want to track time in QuickBooks? Yes or no.
  
  
• Do you have employees? Yes (check boxes to indicate if you have W-2 employees and independent contractors) or no.