Updated on October 14, 2024

Install and Deploy Quickbooks Desktop

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Install and Deploy Quickbooks Desktop

You can install QuickBooks the same way you install most other programs or applications: by downloading the software or by using a disc with the software on it. I’d start at Quickbooks website for more option , where you can compare some of the products, talk to a salesperson, or buy the version you want, if you’re ready. You should be able to download the product after you buy it. If you can’t, contact Intuit right away. If you buy QuickBooks in a store, all you have to do is put the disc in the right drive. You don’t have to do anything special to install QuickBooks after you’ve downloaded the program or put in the disc with the software on it. Simply follow the directions on the screen. You’ll almost always be asked to input an installation key or code. If you buy QuickBooks in a store, you’ll find the code and key in the packaging, usually on the back of the disc’s envelope.

Notice


QuickBooks can be used as an accounting system by more than one person. This means that QuickBooks can be used by more than one person. The QuickBooks data file, which is where all the information about QuickBooks is stored, usually lives on a central computer or server. People who want to work with QuickBooks data files just need to install the QuickBooks program on their computers and then use the program to access QuickBooks data files that are stored in a central location. This system for multiple users isn’t hard to run.

Each computer on which you install QuickBooks needs its own copy of QuickBooks. You can also buy multiuser copies of QuickBooks, which let you install the program on up to 5 computers (or 30 computers if you’re using QuickBooks Enterprise Solutions). I tell you this because you don’t want to get into software piracy, which is a crime, because you set up QuickBooks the wrong way by accident. In short, you need a legal copy of QuickBooks for each computer where you install it.

System Requirement

Here’s what you need to know about the operating system, hardware, software, and other things to run QuickBooks Desktop. You can refer more to the Quickbooks official about system requirements.


To do list for setting up.

When you run QuickBooks Setup, you tell QuickBooks quite a bit about yourself. In practice, you need the following things to set up and clean up after setting up:

  • Accurate financial statements as of the date the company switched to QuickBooks.
  • Keeping detailed records of your accounts payable, accounts receivable, inventory, and fixed assets.
  • A full or nearly full list of employees, customers, vendors, and items in stock (if you buy and sell inventory)

You should have all of these things ready before you start QuickBooks Setup because, depending on how you set up QuickBooks, you may be asked about these things as part of the setup process. Don’t run around trying to find a certain piece of information while you’re using the setup wizard. Instead, get this information before you start. Then put all of the paperwork you need on your desk next to your computer.

As you go through QuickBooks Setup, you will also have to make a number of accounting decisions. For example, you might be asked if you want to use an accounts payable system. You can tell QuickBooks whether you want to send monthly statements to customers by using the setup wizard. You may also be asked if you want to make estimates for customers or if you want to use classes to keep track of your income and expenses in more detail.


Setting up QuickBooks with the Setup Wizard

When you install QuickBooks, the installation program may start QuickBooks and then QuickBooks Setup on its own. You can also start QuickBooks Setup by starting the QuickBooks program the same way you start any other program and then choosing File > New Company to start QuickBooks Setup.

Welcome screen on startup Quickbooks


Getting a big greeting

When you choose File > New Company in QuickBooks Setup, the Let’s Get Your Business Set Up Quickly screen (see Figure 1-1) appears. This screen has some general information about how to set up a new business in QuickBooks. You might want to read the information on this screen. When you are ready to start, click either “Express Start” or “Detailed Start.”

Easy Setting up


Giving your business information and detail.

The EasyStep Interview’s initial several screens capture basic information about your company, such as your company name and legal name, your company address, the industry in which you operate, your government tax ID number, and the beginning month of the fiscal year.

Easystep Setting up screen
Find location or network data need to store company file

QuickBooks Personalization

After QuickBooks gathers the general business information mentioned earlier, the EasyStep Interview asks you some very particular questions about just how you run your business so it can set QuickBooks preferences. Preferences control how QuickBooks works and looks by turning on and off various accounting features. The EasyStep Interview will ask you a series of questions to help you set your QuickBooks preferences:

  • Is inventory kept in your company?
  • Do you want to keep track of what you buy and sell in your inventory?
  • Do you require your customers to pay sales tax?
  • Do you need to keep track of customer orders and back orders with sales orders?
  • Do you want to use QuickBooks to manage your payroll?
  • Do you need to keep track of multiple currencies in QuickBooks because you work with customers and vendors from other countries who regularly pay or invoice you in a currency other than your own?
  • Do you want to keep track of how much time you and your employees spend on customer jobs or projects?
  • What is your preferred method for handling bills and payments (directly entering checks or entering bills first and payments later)


Choosing a start date

The day you start using your new accounting system may be the most important decision you make during the setup process. This is known as the conversion date. On the first day of the year or the first day of a new month, you should usually start using an accounting system. As a result, another frequently asked question is about the conversion date. Using the dialog box shown in Figure 1-4, you must identify the start date.

Start date screen

Remark

The beginning of the year is the best time to start implementing a new accounting system. Why is that? You’ll be able to input a more straightforward trial balance. You might only enter asset, liabilities, and owner’s equity account balances at the start of the year. You can also enter the year-to-date revenue and expense account balances at any time. This year-to-date income and expense data is usually only available at the beginning of the month.

As a result, the only alternative option for a start date is the beginning of a month. In this situation, your previous accounting system provides you with year-to-date income figures up to the end of the preceding month. Get year-to-date income and cost amounts from Sage if you’ve been using Sage 50 Accounting. When you press the Leave button, QuickBooks returns you to the QuickBooks software, where you may begin working.

However, the EasyStep Interview procedure is not gone permanently. To resume the interview, simply open the file you were working on previously. The EasyStep Interview will then restart.

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