Can you help me with setting up insurance company? I am new and do not know where to put what! Is there a sample insurance company?

Get ready for many questions.

What QB version do you have (20xx Basic, Pro, Premier)?

{Premier has a Professionals chart of accounts you can start with}

Do you collect premiums from clients to pass on to the insurer?

How many employees?

Sole propriortor, partnership,?

Do you collect sales tax?

Accural or cash basis accounting?

Do you pay claims for the insurer?

Do you accept credit cards for payment?

Here is a start. If you need help, e-mail me privately or put it out here. We can get you through this.

Paul

Paul Falada
Certified ProAdvisor
Certified POS ProAdvisor