There is a proper order for entering your company information in QuickBooks. Follow this schedule and you'll find the entire setup process to be straightforward and efficient. This schedule applies to situations where you need to enter historical datathat is, previous transactionsin QuickBooks.
Complete the setup process using the EasyStep Interview to open your new company file in QuickBooks, including deciding on a start date. Follow the instructions in Chapter 3 to enter the company's past transactions in the following order: