There are 2 ways to create your new company file:

  1. Using Express Start, and
  2. Using Advanced Setup,


The easier way is using Express Setup, let’s take a look by clicking its button. You will then see a second screen titled Tell Us About Your Business, which is consisted of basic business information you have to fill in, such as:

  • Company Name,
  • Industry Type, where there is drop down choice,
  • Company Type, you also have a drop down menu,
  • Business Number, and
  • HST Number.

You must fill in the first three items, otherwise you cannot continue to the next screen. Once you are done, click Continue to go to the third screen, which is Enter Your Business Contact Info. This is where you put your business address, phone, fax, email, website, etc.

Then, click Create Company File and QucikBooks will create your company file. You can then start adding your customers, products & services you sell, vendors, or you can add them later. That’s it, you are now ready to work with your new company file.