I use qb for one client (client A) and we send qb back and forth. I need to start a new client (client B) but don't want to send client b's information when I forward client a's. Can I just send client A?
Yes, you can have separate company files -- just go to File > New Company to create another company file.
I see you're using QB for Mac -- be aware that you can't go between Windows & Mac seamlessly and you shouldn't do it very often. Go to www.quickbooks.com/support to find details.
Hi, Michelle. So when I'm setting up client companies in my Accountant 2011 as you have instructed, do I also set up a customer profile for when I invoice them? It's the Customer Center button that's directly below the Accountant and Company menu options. I've just landed my first accounting client and trying to get his profile set up so I can do his books in my system. I had already created a company profile using that Customer Center button when I discovered this thread. I know I'll have to create a New Company from the File menu, too, in effort to record his monthly transactions.
Plus, he's switching to me mid-fiscal year because he's previous accountant isn't doing well. So, how do I go about recreating his financial history in my system so that his books may stay current?
Lot's of questions, I know. Please answer what you can. Thanks!
You should have a company file for your business. You enter your clients as your customers and invoice them from your file.
For setting up a company file mid-year, you can enter the year to date totals for beginning balances or if the accountant was using QuickBooks, ask for the file.
