and now we will make a brand new company file for the customers and receivables section of
this course the example company we will use is Holden the video guy remember do not use the level
1 file Hattie's corner store we are completely finished with that and we are making a brand new
company file for this part of the course you may need to review the level 1 video number 2 that
is to say the second video at level 1 which was teaching you how to create a new company
file this video assumes that you remember most of the knowledge that you were given in level
1 video 2 if you don't remember you might have to stop this video and review that video first
when we make the new file there will be something that will be the same as what we did at level 1
when we created the file for our previous company Haddie's corner store when we got to the company
information window you were instructed to choose the industry as other none and you
were also instructed to choose the business type as other none we will also do this with Holden's
file when we create it and as I mentioned before that's because we do not want QuickBooks to put
in a sample chart of accounts we want to put in only the accounts that we need for our company
so when we get to the screen in a few moments both of these choices will be other none we
will also skip over the address and go back and put in Holden's company address later on it does
not matter what you see on the screen if you are creating a new company file then no matter what is
open on the screen you will always be able to see the file menu from the top left of the main menu
and the first choice will always be new company so click together with me file new company of course
you probably recognize the business setup quick screen you should remember when we learn this at
level one that in our class we click Express start and we get the QuickBooks setup window
please type the business name as hold in video now the industry type we will choose scrolling
all the way down we click other none and click OK same thing for industry the same thing for
business type we click help me choose and then at the very bottom of this choice list we click
other none and click OK in a few moments we will show during this video how you could change the
information in this field however for now we have enough information to click create company
and here we are in the new company that we just created we will not use any of these shortcuts
to put in the setup information they will be shown in future videos right now we just
need to click start working after you click start working you will see the home window open up you
should remember from level one we will not use the home window in this video series the icons
on the home window are simply shortcuts to the same windows that would open from the main menu
so we'll go ahead and close out the home window you should also remember that in this QuickBooks
course it is not preferable to have your icon bar on the left I would like a more traditional view
so let's go to the top left of the main menu and click view and change the left icon bar to top
icon bar one of the reasons I do this is because if a student is working with an older version of
QuickBooks the older versions of QuickBooks have the icon bar across the top and there is no option
to put the icon bar on the left so let's leave the icon bar across the top for a more traditional
view now it's important to always remember how to change the company information if you ever want
the address or any other company information to print differently on company reports and company
documents so we will now go back to the company information window and put in this address for the
holden video company if there's some information that you did not have a chance to put in or you
did not put in properly during the file creation you can always click here company and then come
down to my company this is the window where you can edit any of the company's setup information
it's a little bit too wide for the screen and I don't think it's gonna let me make it oh maybe
it will let me make it small enough to fit on the screen for the video well that's very good notice
it shows the product and license key number which is currently blocked out okay but it also shows
up the name and address that we put now in this case we didn't put any name and address but we can
always click this button right here we can always click the edit button and when we click the edit
button we go back to the my company information window let's put in the address 1787 meadow Street
East Meadow New York one one fifty fifty four and then the apartment is his mom's basement
very good we could also put in a phone number and a fax and so on if you remember in the
company setup window there was also this other information such as the company EIN
number the reporting information for fiscal year and so on so all the information that
we skipped over when we created the file we could change when we come back here to
the company information window and here you can see the name and address has been put in