![]() Once you’ve chosen your settings, you’ll need to add some important company data before using QuickBooks Desktop, such as: Enabling and disabling the time trackerĪfter you’ve changed your preferences, don’t forget to click the “ OK” button at the top right corner of the screen.However, we will give you a quick rundown of some of the things you can change: Of course, your selections will depend on your needs and your industry, so we won’t go into too much detail here. It’s a good idea to take some time getting to know the settings and options here. In QuickBooks, the “ Settings” section is known as Preferences. ![]() ![]() Though it seems like a lot to remember, don’t worry, as the search bar in the top left corner of your screen will help you find what you need. It works much like the toolbar you’d find in Google Docs or Microsoft Word each tab brings you to a comprehensive drop-down menu. You’ll find it at the top of your screen, and it provides access to most of the program’s functions. Though the home screen and the shortcut menu will both take you to some of QuickBooks most important features, the most crucial area for you to consider is the Quick Access toolbar. By clicking any one of them, you’ll be taken to the appropriate software feature. These shortcuts, as they’re called, are fully customizable. Each of these icons represents one of QuickBooks most important features, and they’re grouped into five different sections:Īlong with the home screen mentioned above, you’ll see a menu on the left side of your screen it has several sections such as Home, Bill Tracker, Bank Feeds, Add Payroll, Services, and Feedback. At first, it may just look like a random grouping of icons, but it’s more organized than it seems at first. The first thing you’ll see is the home screen. Don’t worry, though, because we’ll explain its basic organization here. The first time you use QuickBooks Desktop, you may be overwhelmed. Learning About QuickBooks Pro and Its Organization If you see a welcome screen, your company file creation was successful. Once you’ve given all of the above information, simply click the button at the bottom right corner of the screen to create a company within QuickBooks Desktop Pro. Finally, provide your company’s phone number. Type in your EIN or employee identification number and enter your business’ address (don’t forget the correct country, city, and postal code). If you’re not sure, the “Help Me Choose” drop-down menu is useful. Next, you’ll type in your business name and choose your company’s industry. However, if you’re converting data, you’ll need to choose the “Other Options” menu and use the QuickBooks guide to convert your files. For this guide, we’ll show you how to create a new account, so you’ll click “Start Setup”. Here, you have two choices: starting from scratch or converting existing data from another program. Now that you’ve installed the QuickBooks software, you can set up an account. Once you’ve chosen a setup option, the software will finish the installation process. We recommend the Express option, but as always, you can click the “?” icon at the bottom left of the screen to find out which method you should use. You have two choices: Custom and Network Options or Express. Choosing a Setup Methodįinally, you’re ready to choose a setup method. Now, you’ll enter the product and license numbers referenced above. When you’ve downloaded and installed the software, you’ll see a screen where you’ll accept the QuickBooks Desktop Pro license agreement. Accepting the License Agreement and Entering Your License Info From here, the setup and installation processes are the same, no matter how you obtained the software license. Once you’ve done that, carefully insert the disc in your PC. If you purchased the software in an office supply store, you’ll find the product and license number on the back of the box. Refer to your order confirmation email or go here to start the download. If you bought your license from the website, you’ll need your product and license numbers to create an account. From a local office supply store (prices may vary).Be sure to refer to the hardware requirements to ensure that your PC can keep up. Before you do anything else, you’ll need to download and install QuickBooks Desktop.
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