Quick Books is way more than what I need and I want to simplify it. I want to track my receipts by customer and I want to track my expenses paid out. I don't want billing, credit cards, banking, check writing or anything else. How do I set this up?
mcfarland99,
1) Set up your company information using File>New Company
This can be modified by File>Company Information
Billing Options is at File>Preferences
This is where you activate Estimates, Invoices and Taxes.
2) Add your customers using Customers>New
3) Setup your Bank account.
This doesn't have anything to do with banking and is normally used to mirror your business bank account or register. You can use this to deposit your receipts, just to keep a running total.
One reason that you should use it is that your receipts will be considered by Simple Start as Undeposited Fund. When you click on deposits, you'll get a list of undeposited receipts and the option to make the deposit.
4) Do your receipts and and expenses. You're good to go...
You don't have to use the other features.
Hope this is Helpful!
