Join Bonnie Biafore for an in-depth discussion in this video Using the exercise files, part of QuickBooks Payroll Essential Training.
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- This course uses a sample file that comes with QuickBooks. The sample file has payroll turned on so you can explore Intuit Payroll without signing up for a subscription. QuickBooks sample files set the current date to December 15th, a few years in the future. That way, you won't try to use them as real company files. For this course, I use a QuickBooks 2015 sample file. So today's date is set to December 15th, 2019. If you're using a different edition of QuickBooks, today's date will be set to a different year.
In that case, simply use that year in any transactions you create, as you follow along. Each movie in this course, builds on the previous ones, so you can use the same sample file for the entire course. Let's take a look at how you open a sample file. If you have a company file open, you first have to close that. To do that, go to the file menu, and choose close company. When you see the No Company Open screen, click the open a sample file button, and choose sample product-based business.
You're going to get a reminder that you're opening a QuickBooks sample file, and it tells you what date it's going to use as today's date. In this case, it's December 15th, 2019. Click OK, and that opens up your sample file, and you're just about ready to work. It's a good idea to back up the sample file before you begin experimenting, just in case you want to start over. To back up the file, go up to the menu bar, click the file menu, point to backup company, and then choose create local backup.
The local backup option is already selected, click next, the save it now option is what you want, click next again, and then you have to tell the program where you want to backup the file. I already have the folder that I want to use selected, and you can see that the file name has the name of the company, and then it has the date and the time. If that file name is what you want, click save. You'll see a message box, and it shows you how much progress it's making on creating the backup file.
When it's done, you'll see this QuickBooks information message box, and it says it's saved to backup. Go ahead and click OK. Now if you want to restore that backup you go to the file menu, and this time you would choose open or restore company. Select the restore a backup copy option, and then click next. You're restoring a local backup, click next again. Then you would select the backup that you want to restore, and click open.
And restore it the way you would any other file. I'm going to cancel this restoration. I also included a backup copy of a Two Trees Olive Oil company file. We look at that one in a few of the movies. You'll find it here in the exercise files folder. You can restore this backup file just like you did the restoration of the sample file. Remember, you don't have to use these files. If you already have an Intuit Payroll subscription you can use files of your own.
- Signing up for Intuit Payroll
- Working with the Setup Wizard
- Entering compensation and benefits items
- Setting up employees
- Defining payroll taxes
- Recording historical payroll data
- Running payroll
- Managing payroll liabilities