15 Nov Double-Check Set Up
Double Checking File Set Up
Setting up any accounting software package forces a return to the basics. Taking the time to make good decisions during the setup process will assure accurate useful financial information in the future.
TIP: Password protect the data using the closing date field.
QBRA-2003: Edit > Preferences > Accounting > Company Preferences > Enter the Closing Date > Set Password (in previous versions it is with the set up of users and passwords)
TIP: Confirm all accounts and items have been assigned to the correct type.
TIP: Confirm that the items have been setup properly and coded correctly.
TIP: Check lists to see if some of the contents need to be merged, hidden, or deleted.
TIP: Before you begin working on the file, confirm that the opening balances are entered properly, including year-end reconciling entries.
TIP: Make a back up and store it off-site.