Sample Company Files

QuickBooks has the following sample files that you can use as examples for setting up your own QuickBooks company.

Sample contractor business is a construction business created specifically for QuickBooks Contractor Editions. Called Quality-Built Construction, this sample file contains three years of data designed for the construction industry. The Item list, for example, contains items for construction industry phases.

Sample consulting business, Sample engineering or architecture firm, Sample graphic design or advertising agency, and Sample law firm are sample company files with data designed for professional service businesses. For example, the Item list in each sample file contains items for services typically performed by that particular professional business.

Sample manufacturing business and Sample wholesale-distribution business are sample company files with data designed for the corresponding industry. For example, the chart of accounts contains accounts that are typically used in manufacturing or wholesale/distribution organizations.

Sample nonprofit organization is a sample company file that provides examples of using the features of QuickBooks Nonprofit Edition to manage a nonprofit organization. The file includes several specialized funding and budget reports specifically designed for non-profit financial management.

Sample retailer who tracks summarized sales and Sample retailer who tracks individual sales are sample company files with data designed for retailers and retail service businesses. For example, the Item list in each sample file contains items for services typically performed by that particular retail business.

Sample product-based business is a construction business that provides examples for both products and services. If you have a product-based business, much of this information can be useful to you. This sample file contains QuickBooks Pro and QuickBooks Premier features, such as estimates and time tracking. This sample file is also of interest to accountants because it contains fixed asset items that can be accessed from the Fixed Asset Manager (QuickBooks Accountant editions only).

Sample service-based business is a landscaping business that provides numerous services to its customers. If you have a service-based business, much of this information can be useful to you. Although you can use this sample file with QuickBooks Pro or QuickBooks Premier, it does not contain any of the QuickBooks Pro or QuickBooks Premier features, such as estimates, time tracking, or the ability to export report templates.

Starting a New QuickBooks File

A QuickBooks company contains all the financial records for a single business. If you are just starting out with QuickBooks, the first thing you must do is create a QuickBooks company for your financial records.

We recommend that you use the EasyStep Interview to create your QuickBooks company. The Interview walks you through the setup procedure and helps you tailor QuickBooks to suit your business. The Interview also creates some of the QuickBooks accounts you’ll need.

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