QuickBooks Setup Checklist

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In Brief...

Before you begin creating a new company file in QuickBooks, you should gather the following information about your company.


  1. The purpose for using QuickBooks (e.g., managing all financial transactions of your business).
  2. Name, address, and other company information.
  3. Federal tax identification number.
  4. Sales tax information.
  5. Start date of your business.
  6. Bank statements, credit card statements, and loan statements for your company.
  7. Customer list and customer balances.
  8. Vendor list and any balances owed.
  9. Quantity of items in inventory.
  10. Total value of inventory per item.
  11. Employee payroll information.

Author: Lee Fifield

Lee is a writer, editor, and technology evangelist. Lee received her undergraduate degree in Communications from Ithaca College.