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Entering Historical Data

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 data—that is, previous transactions—in QuickBooks. If yours is a new company, or if you plan to start using QuickBooks now but don't need to go back in time to enter previous transactions in your QuickBooks company file, you won't need this list:

  1. Complete the setup process using the EasyStep Interview to open your new company file in QuickBooks, including deciding on a start date.

  2. Enter all the bills your company has received since the start date, in the order received. These bills will be entered as payables.

  3. Enter all the invoices your company has issued since the start date. These invoices will be entered as receivables.

  4. Enter all the money your company has received since the start date. This includes cash, checks, credit card payments, and loans.

  5. Enter the actual deposits you have made since your start date.

  6. Enter the payments for all the bills you have paid since your start date.

  7. Enter all the payroll transactions that have occurred since the start date.

  8. Enter all other checks you have written since the start date.


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