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INSTALL from WEBSITE:
- Visit our Download page at www.PowerToolsSoftware.com.
- Select the link to download the QuickBooks Pro Installation File for your version of QuickBooks Pro.
- Download the Installation File to the folder of your choice, then use Start | Run to run the file.
- The installation files are named as follows:
- QB99TemplateInstall.exe
- QB2000TemplateInstall.exe
- QB2001TemplateInstall.exe
- QB2002TemplateInstall.exe
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INSTALL from CD:
- Insert the Installation CD into your CD drive.
- Wait a few seconds as the menu program loads automatically.
- Select "Install QuickBooks Template Files".
- Select the desired Template File for your version of QuickBooks Pro
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If you need additional help or step-by-step instructions for downloading a file from a website, please review and print the Download Guide on our website.
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THE INSTALLATION PROGRAM WILL:
- Create an Icon on your desktop named QuickBooks Files.
- Create a folder named c:\QuickBooks Files
- Copy the following QuickBooks Pro data files from the Installation CD to the new folder:
- QBpayroll.qbw
- QBsample.qbw
- QBsetup.qbw
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RENAME the TEMPLATE FILE
- Select the icon named QuickBooks Files on your desktop.
- This will open a window that will display your Template Files.
- Right-click the file icon named QBsetup.qbw.
- This will open an on-screen menu next to your cursor.
- Select Rename.
- This will put you in the edit mode to rename the setup file.
- Replace the letters QBsetup with your company name (or any file name you wish), then press the Enter key.
- Your setup file has been successfully renamed.
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OPEN the TEMPLATE FILE
- Double-Click the setup file you just renamed.
- This will start QuickBooks Pro and open your new setup file.
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ENTER YOUR COMPANY INFORMATION
- Select Company | Company Info.
- Replace the existing information with your company information.
- Select OK.
- You can change this information at any time.
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SETTING MAJOR PREFERENCES
- Select Edit | Preferences.
- Observe the tabs at the top of the dialog box named Personal Preferences and Company Preferences.
- Personal Preferences are settings that effect how QuickBooks functions with all company files.
- Company Preferences are settings that effect only that company file.
- Be sure to select the correct tab when making the following selections.
- Under General | My Preferences.
- Pressing Enter moves between fields = Checked
- Automatically place decimal point = Unchecked
- Automatically recall last transaction for this name = Unchecked
- Hide Qcards for all windows = Checked [Skip this setting in QB 2000/2001]
- Under Icon Bar: Show text only = On [Skip this setting in QB 2000/2001]
- Under Accounting.
- Use account numbers = Checked
- Show lowest subaccount only = Checked
- Require accounts = Checked
- Use class tracking = Checked
- Select OK. (You may experiment with these settings as desired.)
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ENTER YOUR CUSTOMERS
- Select Lists, then Customer:Jobs.
- Use Control-D to remove the sample customer:job names.
- Select the Customer:Job button in the lower left corner.
- Select New to open the New Customer dialog box.
- Under Customer, enter a job number, two spaces, then the job name.
- Enter the other requested information.
- Select OK. (You can change this information at any time.)
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Alternate Method
If you have an existing QuickBooks file, you can export your Customer and Vendor information from that file into the Template file, as follows:
- Close the Template file, open your old Company file.
- In QB 6.0 or 99: Select File | Export
- In QB 2000 or 2001: Select File | Utilities | Export.
- Select the Customer List and the Vendor List ONLY, then select OK.
- Under Save in enter C:\QuickBooks Files.
- Under File Name enter temp.iif.
- Close your old company file, open the Template file.
- In QB 6.0 or 99: Select File | Import
- In QB 2000 or 2001: Select File | Utilities | Import.
- Under Look in select C:\QuickBooks Files and then select the temp.iif file you just exported from your old company file.
- Select OK to import the Customer and Vendor Names
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ENTER YOUR VENDORS
- Select Lists, then Vendor List.
- Select the Vendor button in the lower left corner.
- Select New to open the New Vendor dialog box.
- Under Vendor, enter the vendor name.
- Enter the other requested information.
- Select OK. (You can change this information at any time.)
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SETUP YOUR CHECKING ACCOUNT
- Select Lists, then Chart of Accounts.
- Select account #1000 on the list.
- Select the Account button in the lower left corner.
- Select Edit to open the Edit Account dialog box.
- Enter the name of your bank in the Name window.
- Select OK.
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ENTER YOUR BEGINNING BALANCE
- Find your most recent bank statement.
- Select Lists, then Chart of Accounts.
- Select account #1000 on the list.
- Select the Activities button in the lower left corner, then Select Use Register to open the checking account register.
- On the 1st line, enter the beginning date from the statement.
- Under Deposit, replace the temporary $1.00 entry with your bank account's beginning balance.
- Press Enter to record the new entry.
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ENTER YOUR PREVIOUS CHECKS
- Find your most recent bank statement.
- Select Banking | Write Checks.
- Enter Check #, Date, Payee and Amount of the 1st check on the statement.
- Enter Account #, Amount, Customer:Job (if applicable) and class, then Select Save & New to record the check.
- Repeat the process with each check on the statement.
- Close the Write checks window when finished.
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ENTER YOUR PREVIOUS DEPOSITS
- Select Banking | Make Deposits.
- Enter the deposit date, Received From (customer), the amount of the deposit, From Account (income account #3000 or related), check number (if known) and payment method. Leave Class blank.
- Select Save & New and repeat the process for each deposit.
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BALANCE YOUR CHECKING ACCOUNT
- Enter any bank charges as Checks with no check number.
- Your balance in QB should equal your bank statement.
- Enter all outstanding deposits and checks as described above.
- The balance in QuickBooks is your current bank balance.
- QuickBooks is now ready to use!
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