QuickBooks 2015 company file list

Chart of Accounts: If you are using subaccounts to track source of income or use of expenses, merge subaccounts together or into the parent accounts and set up Classes to do the tracking.

Item List: Merge together old and/or inactive items that are no longer sold. Merged items lose their identity; be sure you have an archive copy with the history of each item.

Customer LIst: If your Customer:Job list has several, old jobs underneath Customers, merge them together. If you have old, inactive Customers to whom you no longer sell, merge them together. The merged customers and jobs lose their identity; be sure you have an archive copy with their individual history.

Vendor List: If you have old, inactive Vendors from whom you no longer purchase goods, merge them together. The merged vendors lose their identity; be sure you have an archive copy with their individual history.

Employee LIst: If you have old, inactive Employees whom you no longer employ, merge them together. The merged employees lose their identity; be sure you have an archive copy with their individual history and be sure that you have all of their tax forms up to date, printed and submitted to the appropriate tax agencies.


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