Simon Sez IT

Online software training and video tutorials for Microsoft, Adobe & more

  • Course List
    • Adobe
      • Dreamweaver
        • Dreamweaver CC
        • Dreamweaver CS6
        • Dreamweaver CS5
        • Dreamweaver CS4
      • Flash
        • Flash CS5
      • InDesign
        • InDesign CS6
        • InDesign CS5
      • Photoshop
        • Photoshop CS6
        • Photoshop CS5
        • Adobe Photoshop CS4
      • Photoshop Elements
        • Photoshop Elements 2022
        • Photoshop Elements 2019
        • Photoshop Elements 2018
        • Photoshop Elements 15
        • Photoshop Elements 14
        • Photoshop Elements 13
        • Photoshop Elements 12
        • Photoshop Elements 11
        • Photoshop Elements 10
        • Photoshop Elements 9
        • Photoshop Elements 8
    • Microsoft
      • Access
        • Access 2021 Beginners
        • Access 2019
        • Access 2019 Advanced
        • Access 2016
        • Access 2016 Advanced
        • Access 2013
        • Access 2013 Advanced
        • Access 2010
        • Access 2010 Advanced
        • Access 2007
      • Excel
        • Data Analytics in Excel
        • Excel 2021 Advanced
        • Excel 2021 Intermediate
        • Excel 2021 Beginners
        • PivotTables for Beginners
        • Excel Dashboards
        • Advanced Formulas in Excel
        • Excel for Business Analysts
        • Advanced PivotTables
        • Power Pivot, Power Query and DAX in Excel
        • Excel 2019 Beginners (Mac)
        • Excel 2019 Beginners
        • Excel 2019 Advanced
        • Excel 2016 Beginners
        • Excel 2016 Intermediate
        • Excel 2016 Advanced
        • Excel 2013
        • Excel 2013 Advanced
        • Excel 2010 Beginners
        • Excel 2010 Advanced
        • Excel 2007
      • OneNote
        • OneNote Desktop and Windows 10
        • OneNote 2016
      • Outlook
        • Outlook 2021
        • Outlook 2019
        • Outlook 2016
        • Outlook 2013
        • Outlook 2010
        • Outlook 2007
      • Power Automate
        • Introduction to Power Automate
      • Power BI
        • Power BI
        • Power BI Intermediate
      • PowerPoint
        • PowerPoint 2021
        • PowerPoint 2019
        • PowerPoint 2016
        • PowerPoint 2013
        • PowerPoint 2010
        • PowerPoint 2007
      • Project
        • Project 2021 Beginners
        • Project for the Web
        • Project 2019
        • Project 2019 Advanced
        • Project 2016
        • Project 2016 Advanced
        • Project 2013
        • Project 2013 Advanced
        • Project 2010
        • Project 2010 Advanced
      • Publisher
        • Publisher 2013
      • SharePoint
        • SharePoint Online
        • SharePoint Foundation 2013
        • SharePoint Server 2013
        • SharePoint Foundation 2010
      • Teams
        • Microsoft Teams
      • VBA
        • Macros and VBA for Beginners
        • VBA for Excel
        • VBA Intermediate Training
      • Visio
        • Microsoft Visio 2019
        • Visio 2016
        • Visio 2013
        • Microsoft Visio 2010
      • Windows
        • Windows 11
        • Windows 10 (2020 Update)
        • Windows 10
        • Windows 8
        • Windows 7
        • Windows Vista
      • Word
        • Word 2021
        • Word 2019 Advanced
        • Word 2019
        • Word 2016
        • Word 2013
        • Word 2010
        • Word 2007
    • QuickBooks
      • QuickBooks
        • QuickBooks Desktop Pro 2022
        • QuickBooks Pro 2021
        • QuickBooks Online Advanced
        • QuickBooks Online
        • QuickBooks Canada
        • QuickBooks Pro 2020
        • QuickBooks 2019
        • QuickBooks 2018
        • QuickBooks Pro 2017
        • QuickBooks Pro 2016
        • QuickBooks Pro 2015
        • QuickBooks Pro 2014
        • QuickBooks Pro 2013
        • QuickBooks Pro 2012
        • QuickBooks Pro 2011
        • QuickBooks Pro 2010
        • QuickBooks Pro 2009
    • Web Development
      • AngularJs
        • AngularJS Crash Course
      • Dreamweaver
        • Dreamweaver CC
        • Dreamweaver CS6
        • Dreamweaver CS5
        • Dreamweaver CS4
      • Bootstrap
        • Bootstrap Framework
      • Html/CSS
        • HTML/CSS Crash Course
        • HTML5 Essentials
      • Python
        • Python Object-Oriented Programming
        • Pandas for Beginners
        • Introduction to Python
      • Java
        • Java for Beginners
      • JavaScript
        • JavaScript for Beginners
        • jQuery Crash Course
      • MySql
        • MySQL for Beginners
      • PHP
        • PHP for Beginners
        • Advanced PHP Programming
      • XML
        • XML Crash Course
    • Data Analysis
      • Financial Modeling
        • Financial Risk Management
        • Financial Forecasting and Modeling
      • Alteryx
        • Alteryx Advanced
        • Introduction to Alteryx
      • Power BI
        • Power BI Intermediate
        • Power BI
      • Qlik Sense
        • Qlik Sense Advanced
        • Qlik Sense
      • R Programming
        • R Programming
      • Tableau
        • Tableau Desktop Advanced
        • Tableau Desktop
      • Python
        • Python Object-Oriented Programming
        • Pandas for Beginners
        • Introduction to Python
    • Work Productivity
      • Google Sheets
        • Google Sheets for Beginners
      • Confluence
        • Introduction to Confluence
      • Monday
        • Getting Started in Monday.com
      • Asana
        • Asana for Employees and Managers
        • Introduction to Asana
      • Jira
        • Getting Started in Jira
  • For Business
  • About Us
    • Testimonials
    • Contact Us
    • FAQ
    • Membership
    • About Us
  • Pricing
  • Free Resources
  • Sign In
  • Get Started
Home > QuickBooks > How to Run the Easy Step Interview in QuickBooks 2018

How to Run the Easy Step Interview in QuickBooks 2018

During this QuickBooks 2018 tutorial, we will demonstrate how to set up a company file using the EasyStep Interview.

Company Information

The first thing you will do is enter some basic information about your company. Your company name is the only mandatory field on this screen. However, we recommend filling this page out completely in case you plan on communicating with business-related correspondents through QuickBooks.

Easy Setup Dialog Box

Note: You may choose to leave the Tax ID blank. The only reason that QuickBooks may need this information is if you decide to use the Intuit Payroll service.

Select Your Industry

On the next page you will Select Your Industry. If you don’t see your industry you can choose the General Product-based Business or General Service-based Business from the bottom of the list.

Need to master QuickBooks? We offer 10 courses for QuickBooks. Click here to learn more.

There is no wrong answer here. Whatever you choose, QuickBooks is going to take that information and create a generic chart of accounts for you to use.

Easy Setup Select Industry

How is your company organized?

If you are a company that does your own taxes (using TurboTax or another form of software) go ahead and select one of the options available. If an account handles your company’s taxes, select the Other/none option.

Select the First Month of Your Fiscal Year

This option is automatically defaulted to January. Unless you need change this for some reason go ahead and click Next.

Set Up Your Company Administrator

The person who sets up the Company file is typically the administrator. The administrator has access to all of the Company files. QuickBooks does allow up to 5 users on the account. We’ll go over how to set that up at a later time. For now, create an Administrator Password.

Customizing QuickBooks for Your Business

You are now done creating your company file! You can choose to save this file anywhere you’d and even leave the Easy Step Interview process, although we highly recommend completing the interview.

Easy Setup Customizing QB

The next steps are customizable options for your business. It includes questions like:

  • What do you sell?
  • Does your company charge sales tax?
  • Do you want to create estimates in QuickBooks?
  • Will you use billing statements?
  • Do you want to use progress invoicing?
  • Do you want to keep track of the bills that you owe?
  • Do you want to track inventory in QuickBooks?
  • Do you want to track time in QuickBooks?
  • Do have employees?

Select a Due Date for Tracking Your Finances

Next you will select a date to start the Fiscal Year. QuickBooks defaults this date at the beginning of the New Year, but you can select the date that makes the most sense for your company’s accounting.

Review Income and Expense Accounts

On the last page of the Easy Step Interview you can review all of the accounts generated based on your answers above. Review the list and feel free to check and uncheck the services and accounts you want to keep track of in QuickBooks.

Easy Setup Review Income

Congratulations you have completed the Easy Step Interview!

Get the complete online course for QuickBooks 2018. Click here to learn more. >>

Facebook Linkedin Twitter
Cindy McGuckin

Cindy McGuckin is an IT trainer with over 20 years of experience. Cindy currently manages the IT Training Department at Trident Technical College, she's a Member of the Association of IT Professionals, Charleston, SC chapter and the Treasurer of the South Carolina Association of Continuing Higher Education. Cindy is a Microsoft Office and QuickBooks expert and her online courses have received hundreds of 5-star reviews. Her no-nonsense approach to teaching complicated topics makes her classes engaging and interesting.

Most Popular Posts

  • Kanban vs Scrum: Project Management Methodologies and Their Differences [2022]
  • How to Insert a Checkbox in Excel? 3 EASY Examples
  • How to Autofit Excel Cells? 3 Best Methods
  • XLOOKUP Google Sheets – 4 Best Alternatives!
  • Dashboards in Excel Using Pivot Tables, Pivot Charts and Slicers
  • Free Microsoft Project Training Course
  • Free Microsoft Access Tutorial for Beginners (3.5 Hours Video)
  • How to Use Blending Mode With Layers in Adobe Photoshop Elements 15

MASTER QuickBooks 2018 AT SIMONSEZIT.COM

START MY MEMBERSHIP

Similar Posts

How to Recover Unsaved Excel File? – 3 Ways

How to Use the Chi Square Test Excel Function? 4 Easy Steps

The Excel CHOOSE Function – 4 Best Uses

How to Track Changes in Word? A Step-by-Step Guide

Excel Mac – Free Introductory Course

QuickBooks 2020 – Section 1 Transcript

Course Categories

  • Adobe
  • Data Analysis
  • QuickBooks
  • Microsoft
  • Web Development
  • Work Productivity

About Us

  • About Us
  • Free Resources
  • Affiliates
  • Become an Instructor

Products

  • Pricing and Plans
  • Business Pricing
  • Government Discounts
  • Non-Profit Discounts

Support

  • FAQ’s
  • Contact Us
  • DVD support

Connect

YoutubeFacebookLinkedIn
© 2023 Simon Sez IT, Inc.
  • Terms
  • Privacy Policy
  • Sitemap
888.817.6665 Monday thru Friday 7:30 a.m. - 5:00 p.m. (ET)