Meet Joe Blow
Keeping track of customer activities
Keeping track of vendor activities
Keeping track of income
Keeping track of expenses
Keeping track of assets
Keeping track of liabilities.
Import chart of accounts
The accounting process starts outside of quick-books. Having a good plan before entering data increases the likelihood of having good data in quick-books. If you are not sure how to do this, be sure to go through this free course.
The first thing Joe does is import his lists as follows:
- Chart of accounts
- Products and services
The first to import is the chart of account. If you do not know how to create a chart of account, be sure to go through this free course.
- Download the Joe’s chart of account by clicking here
- Follow the instructions in the slides and videos to see how Joe imports his customer lists.
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