What is the purpose of the Advanced Setup during the QuickBooks EasyStep Interview?

The purpose of the Advanced Setup during the QuickBooks EasyStep Interview is to customize company file and user options. This phase allows users to tailor the software’s settings according to their specific business needs and preferences. By providing options to adjust user permissions, company preferences, and a variety of configurations, it enhances how the software aligns with the operations of the business.

When users engage in the Advanced Setup, they can set up essential features that will facilitate smoother workflows, such as defining user roles and access levels, specifying which lists and categories are most relevant, and configuring other settings that reflect the business's unique structure and goals. This customization is crucial in ensuring the software functions effectively for the company and facilitates productive bookkeeping practices.

The other options, such as finalizing the bookkeeping process, adding various accounts, or conducting audits, do not accurately encapsulate the specific role of the Advanced Setup phase in the EasyStep Interview, which is centered on customization rather than these tasks.