File Setup and Conversion Tips and Tricks

This 40+ page guide covers assessing the QuickBooks file setup, determining when a new file is the best alternative and what steps are necessary to move transactions. Includes tips and tools you need to make file setup and conversion as straight forward as possible.

Discusses kiss of death set up issues, assessing the health of a data file, file setup mid-year vs. year end, data transfer tools.

Authored by Sleeter Group Certified Consultant Bonnie Nagayama, CPA. Bonnie founded McWilliams & Associates, Inc. in 1992. Bonnie was the recipient of the California CPA Education Foundation's 2001 Award for Instructor Excellence for her QuickBooks related courses. Bonnie was invited to participate in Intuit’s Small Business Round Table and Intuit’s 16-member Customer Council plus she is a frequent contributor for Intuit’s ProConnection Newsletter.

This is a downloadable PDF product.