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What's important about the Creating New Company window

You must enter a name for your Company. The rest of the information is optional. However, entering it here can be useful because QuickBooks uses this information to prefill some forms and reports.

How does QuickBooks use this information?

  • Company name: Appears on all reports.

  • Legal name: Appears on income tax reports, 1099s, 940s, 941s, W-2s, W-3s, and paystubs.

  • Address: If you choose to print your name and address on invoices, checks, or other forms, QuickBooks uses the name and address you enter here. You can add your company's phone number if you want it to print with your address.

  • Phone and fax numbers: Appears on the cover note for faxes you send using the fax service. These fields can be added to your business forms using the Layout Designer.

  • E-mail address: Becomes the return address when you send invoices and estimates to customers by e-mail. This field can be added to your business forms using the Layout Designer.

  • Web site: QuickBooks does not automatically use the URL to your company Web site other than to show it, along with your company address and phone numbers, in the Company Information window. This field can be added to your business forms using the Layout Designer.

  • Fiscal year: QuickBooks uses your fiscal year to set the date range for year-to-date reports.

  • Tax year: QuickBooks uses your tax year to set the date range for income tax summary and detail reports.

You can change any of this information later by going to the Company menu and clicking Company Information. You can change the date range of any report when you create the report.

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