welcome to our second video in the QuickBooks personal finance series making your own file
we will use the simplest and quickest way to create the file no matter what you see
in QuickBooks as long as QuickBooks is running there will always be a file menu choice in the
top left you can click it and click new company even though you're not really a company it's ok
to click new company just because you're creating a new file click Express start and instead of the
business name type in your name we will type an example person Joe Schmoe ok in real life
you would put the rest of the information and of course if you wanted to take a moment to put in
your name and address and phone number and so on that would be fine because this is normally meant
for business QuickBooks requires that you make two choices but we will make them very simple
and very straightforward for purposes of doing home finance where it says industry just click
help me choose scroll to the bottom and click other none and click OK where it says business
type click help me choose go to the bottom and click other none then click OK this additional
information here is optional and of course if you put the information here it would show up
on any financial report that you would print you also have the opportunity to come back
to a window that will open in a few minutes where you can put in this information after
you set up the file just click create company and QuickBooks is creating the new file for you
it's not necessary for us to use the QuickBooks setup window so we can just go ahead and close
it but one thing I think I should mention you can put your name and address in the company
information window even after the file has been created in that case you would click
company and you would go down to my company again QuickBooks thinks it's a company but
this is really where you would put your personal information and the my company window there's
a little pencil that you can click on and if you click this you could type in your address
1 2 3 Sesame Street you could put any other address information you want you can put your
phone number etc and of course you could always come back to the my company information click OK
ok you could always come back to this window by clicking company my company and of course
click the pencil and you can always change it the only thing at stake here is what will show
up on any report when you print it you may well ask where is the file that we just created well
there are two ways to find this Joe Schmoe file first if you're in QuickBooks you can hold down
the control button and then push the number 1 when you do that the product information
window opens up notice a little bit below the top this file information and you can see the
location of the file with the path if you if it's not on your desktop because in my case it's
on my desktop you can highlight everything except the name of the file copy open up a
blank folder and then paste and then you will hit enter and immediately you will see all of
the files in that folder including the one you just made the other way to find anything you're
looking for is to simply use the find feature inside windows and type in the name of the file