Before you set up QuickBooks for clients, you should know how their business
operates and what information they need for tracking and management decisions.
This data will help you determine which QuickBooks features they should
Note: If you have clients who are using Quicken to track their
business's financial transactions and who have decided to upgrade to the
small-business capabilities of QuickBooks, refer to these Quicken conversion instructions.
QuickBooks setup also requires detailed information about employees,
customers, and vendors. Refer to your QuickBooks Startup and Quick Reference Guide for a
detailed checklist of the information you should have available before you
create the client's new QuickBooks company.
When you have gathered this information, create a new QuickBooks company as
described in your QuickBooks Startup and Quick Reference Guide.
Starting a new QuickBooks
What happens to your
Quicken data when you convert?