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Convert clients from a manual system

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 use.

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.

See also

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