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QUICKBOOKS SIMPLE START INSTRUCTIONS


STEP 1:

Go online to intuit.com and download the free copy of QuickBooks Simple Start

At top of screen input Simple Start and hit enter

Click onQuickBooks Simple Start Free Starter Edition

Click on Download Now


STEP 2:

Under File at top of screen, select New Company and follow the Set Up Interview - Click Next

Enter Local Nameand Address - Click Next

Select Non-Profit Organization - Click Next three (3) times

Company file will be created

Click Next when prompted by the screen

Set up User ID, Password andemail address

Don’t forget to Register Quick Books Simple Start and print out registration information.

Do not select online activity as there will be a fee charged.


STEP 3:

Under File attop of screen, Click on Company Information

Enter Your Local Name & Number and Your Local Address

Enter the First Month in your Fiscal Year (usually January)

Enter the First Month in your TaxYear (usually January)

Income Tax Form Used - Form 990 (Exempt Organization)

Click OK

STEP 4;

Print out current Chart of Accounts

Select Company at top of screen

Select ListsSelect Chart of Accounts

Select File at top of screen

Select Print Account List

Have printed Chart of Accounts in front of you for modification


STEP 5:

Add Current Bank AccountsSelect Company at top of screen

Click on Lists

Click on Chart of Accounts

Click on Edit at top of screen

Click on New Account

Choose Bank from list

Click Continue

Type in Bank AccountName: AFSCME Local 9999 Checking Acct.

(You type in your bank account name)

Enter Bank Account #: 12345678 (you type in your bank account number)

Enter Opening Balance at 12/31/08 of$15,000

(You enter your opening balance and the date)




Repeat above steps to enter CD

Click on New Account

Choose Bank from list

Click Continue

Type in Bank Account Name: AFSCME...