QuickBooks is the trendiest and advanced accounting software used for managing accounts, bills, taxes, bank transactions, payroll systems, etc. Small and medium-sized businesses use it. To configure it, call the QuickBooks customer service number for further assistance.

Procedures to Incorporate QuickBooks Desktop for the First Time

Configure QuickBooks for the first time with some crucial steps listed below.

Method – 1 Record QuickBooks

Users can list QuickBooks quickly in a few seconds. Purchase any QuickBooks after using it with a free trial.

Simple Resume Plan – constitute invoices and get an evaluation and download your bank details

Indispensable Plan – you can access it after a simple start package of QuickBooks to handle and clear bills and provides multi-user assistance

Additional Plan – it comes with all crucial features and permits to trace inventory.

The free online usage of QuickBooks is available for 30 days, and you are required to enter your credentials to access it.

Method – 2 Modify Account Settings and Company Preferences

  • Create a table on the QuickBooks dashboard. During its first set-up, you must use a write-up to configure various accessories of your account. Configure your company preferences which will assist you to have QuickBooks.
  • Choose preferences and press on the “Company” tab available on the top menu. Enter “edit your company contact information” and amend the account setting the way you want. Then you may encompass credit card transactions, payroll, and time tracking.

If you don’t need to transform these settings, it’s okay.

Method – 3 Designate Business Data to QuickBooks

QuickBooks allows you to extract data without facing any trouble. You are not insisted on manual set-ups or transfers. It will assist you in taking out data, processing transactions from bank accounts, user’s data from Excel, and your excel list of accounts.

After completing them, you must press the “Company” tab and choose “More” and “Import Data” from the drop-down menu.

  • Upload the file and select it as per your requirement. Transmit your customer or vendor list easily from this software. Match each area with your QuickBooks space that guarantees no error.
  • Few business data like customer or vendor information, products and services list, Excel accounts list, bank transactions, and QuickBooks company data can be imported to QuickBooks.
  • Sometimes, you experience that you are over-listed with some additional features, and it will assist you further to design your business more organized.

Method – 4 Configure QuickBooks with Your Bank Accounts

  • Firstly, press on the Banking tab on the top of your screen, and it will connect QuickBooks to your bank account. Then, press on Download Transactions
  • A pop-up screen will resemble adding the option “Fill your bank details” that you wish to set up with QuickBooks. Use online banking with your credentials. After few moments, your account will configure with QuickBooks, and your bank details are taken out to its desktop
  • Lastly, secure your “Customer and vendor names” for each transaction. This information will assist in tracing your bank transactions.

Method – 5 Set Up Your Business Credit Cards

  • After a bank account, it’s time to configure your credit card accounts as well. After configuration, the credit card information is displayed in QuickBooks. It will ensure that you can’t document your data manually.
  • Press on the “Banking” tab on the top menu bar if you wish to configure your credit cards. Choose “More” and then “Register” from the drop-down menu. Enter your bank account information and select the Credit Card option, which appears in the notification. Once you press, QuickBooks will project a credit card set up wizard, which will assist you in configuring your cards in just a few procedures.

Method – 6 Modify your Invoices with Company Banking

  • A good business is represented with well-patterned and well-designed invoices. You can create it by going through “Customizing QuickBooks Invoices” with the brand and enterprises logo
  • You will be happy to know that QuickBooks assists “Customized invoices”. Its users can amend style, color, font, layout, and size. Those who use QuickBooks Subscribers allowed to modify invoices completely
  • Press on the customer tab to access the customization menu, choose to Create Invoices. Select your desired invoice template from the drop-down list and create your own.
  • Press on the formatting tab to amend invoices further, and then press on “Customize Date Layout.”
  • Modify the design and layout. Go to the “Use Logo Checkbox” and see if your symbol looks wonderful while used in the invoice.

Method – 7 Take out Your QuickBooks Contacts

  • Import contacts from QuickBooks to check if it is accessing well or not
  • Press on Company, More, and Import Data, then choose Customers or Vendors
  • Customer and Vendor data can be transmitted in the form of an Excel or CSV file. When the file is extracted, QuickBooks will automatically take out data
  • While photocopying the data, QuickBooks may have few issues. Once you have mentioned all data appropriately, you can continue and review the data.

Once you follow the above procedures step-by-step, you may not face challenges to configure QuickBooks on your system. If it looks like a problem for you, dial QuickBooks phone number to set up quickly.

It is essential to install and set up QuickBooks Desktop in your system or laptop for any organization to keep pace with the advancement of technology. One of the crucial pieces of information that the user should know is the essential tips to download and install QuickBooks software. You will get various steps to install and set up the QuickBooks Desktop and the associated aspects. While going through the installation process, if a user has to encounter any technical problem related to it, they must take the technical suggestions from the expert. You can resolve the issue by calling the QuickBooks support number and get the appropriate solutions.

Decide the Installation Type

The user has typically two options for installing QuickBooks, i.e. express, or custom and network.

Express Install – The installation type is recommended for first-time users, reinstalling QuickBooks, using QuickBooks on a single system.

The methods involved in express install are as follows.

  • Firstly, the user is required to choose the Express and the Next option
  • Then, selectthe install option
  • Finally, opt for Access QuickBooks to get started.

Customer and Network Install – Such type of install is recommended while installing QuickBooks somewhere other than the default option or when the user hosts the company files on a server or setting up a multi-user network.

The methods involved to set up Customer and Network Install are mentioned below.

  • To start with, the user needs to choose the Customer and Network option and press Next.
  • After this, go through the option that describes the way you will use QuickBooks
  • Choose the change to install location option available on the next screen
  • Choose the browse option to decide where to put the QuickBooks folder. The majority of people put in their program folders
  • Choose the next opportunity to start with the install process
  • Once the installation process gets completed, then press on the Open QuickBooks option.

How to Set Up QuickBooks Desktop?

Go to the step-by-step instruction to install QuickBooks Desktop on your system. Ensure to follow the methods listed below.

  • To start with, the user requires to close all the running programs in the background and on the screen that are accessed on the file server on the desktop
  • After that, visit the QuickBooks Desktop Download option for the new version
  • Then, select the Yes to All icon
  • Hit the Next tab
  • Press on the checkbox beside Agree to License Agreement dialogue and press onto the Next tab
  • Enter the License and Product Number and then press on the Next tab
  • Select the QuickBooks Installation type on the QuickBooks
  • Express – It enables the installer to choose for you;select the option manually
  • Custom and Network Option – Select this if you will be using multiple versions of QuickBooks Desktop on the system or you will use QuickBooks to share data with other users on a network
  • Select the option to use the QuickBooks application
  • Using QuickBooks on your system
  • Sharing company files on your system so that they can be transmitted over a network
  • Won’t using QuickBooks on your system. Storing company file on your system so that they can be shared over a network
  • Choose a new location for the installation or select the next tab to install in the default directory
  • Select the install tab and access the QuickBooks
  • Finally, access QuickBooks and set up to work on it.

We hope that the above steps will help you to install and use QuickBooks on your system. However, if you can’t use it properly, you must dial the QuickBooks customer service number to fix it quickly.

A question always comes to your mind when you install QuickBooks software on your system and register to activate it. Whenever you install QuickBooks Desktop, it requires writing or starting the process to use. A screen will appear on the screen displaying “Set up Your Intuit Account” when you access it.

Go and log in to your Intuit account to share information for existing account details while registering or activating QuickBooks Desktop. You can log in to multiple websites after signing in with your Intuit account. A user can download the start of the services any time after buying them.

This blog will help you in registering or activating your QuickBooks Desktop. You can also take expert help by calling the QuickBooks customer service number to troubleshoot it.

Procedures to Register or Activate QuickBooks Desktop

  • Ensure that QuickBooks is activated or not, press the F2 button or click and hold the Ctrl+1 key
  • If you have received a message that QuickBooks is registered or activated successfully, you must do nothing. If not running, go to the following steps to start it.
  • You get the issue message “the validation code is not correct” at the time of running, go to check the things below
  • The validation code is correct
  • Make sure that the license and the product number are correct. If the license number is not coordinating with the product number, change it before registering or activating your QuickBooks Desktop.

What Are Methods to Register QuickBooks Desktop 2016 or Latest Versions?

You can implement the below-listed steps to register QuickBooks Desktop 2016 or the latest versions.

  • First, start your QuickBooks desktop and then click the F2 key on the keyboard
  • Now, verify the registration status on the product information screen given on the license number’s right side
  • If it is showing activated, you are required to do nothing.
  • If it is displaying not activated mode, then go through the steps mentioned below
  • Click Okay to close the product information screen
  • Next, go to the Help menu and choose to activate QuickBooks. For the 2015 version, select the Register QB button
  • Now, follow the on-screen information and check the details. It is finished by performing the running process
  • Get a Thank You message after the activation procedure is completed.

What Are the Procedures to Register or Activate QuickBooks Desktop on Mac?

If you use a QuickBooks Desktop on Mac, go through some listed procedures to register or activate it.

  • Firstly, move to the Menu and select the option Register QuickBooks
  • You have to mention either license number or product number and also choose Next
  • The following method is to determine the Register Online tab
  • Finally, follow the on-screen instructions and then finish the registration
  • You have got the Register option; then it indicates that the program is already activated or registered.

For Older Series of QuickBooks Desktop

The discontinued products can’t get registered for the first time because of older versions.

You must reactivate it. You can re-register it by reinstalling and dialing the QuickBooks toll-free number for the validation code.

Activate QuickBooks Desktop with Your Intuit Account

The start screen shows the details to register QuickBooks either with an already created Intuit account or with a new one. If your account is not made in your Intuit section, you must type the necessary details in the Id section to complete the activation procedure. If you have lost or missed your user Id and password, you must follow some steps to restore them.

Errors Occur While Registering or Activating Your QuickBooks Desktop
  • Suppose the given information is not accepted, you should confirm and make sure that the data is provided with the same as buying this software.
  • If you encounter an empty screen or error text, or any other technical problem, you can temporarily deactivate your Antivirus software.

The above steps might be helpful for you to register or activate your QuickBooks Desktop. If you encounter any problem in writing and starting QuickBooks Desktop, you must consult with the technical expert through call, email or chat. Once you call them, you will get appropriate solutions to activate your QuickBooks Desktop with a technical representative. A technical help desk is available round the clock to assist you.

Are you looking for the steps you need to follow to start the customer transaction workflow in QuickBooks Desktop? If yes, then this blog post will guide you in this direction. Here, you will find the steps you need to follow while starting off the customer transaction workflows and even different ways to track the transaction.  This workflow can help in organizing cash flow, tracking sales and receivables. However, if you need further assistance, you can reach out to QuickBooks Desktop support to offer the best support service.

Workflow 1 – Invoice -Payment Deposit

You must follow this workflow when provided with a product or service, and your customer plans to pay later. Once your customer has paid, you can easily record QuickBooks’ payment to close the customer’s invoice or even reduce the balance.

  • The first user should create an invoice
  • Then you need to record the invoice payment
  • At last, deposit the customer’s payment

Workflow 2 – Sales Receipt Deposit

You should go for this workflow when your customer pays you on the spot for any product or service.

  • First, create a sales receipt
  • Then you need to deposit the customer’s payment

Workflow 3 – Estimate – Invoice – Payment – Deposit

You need to follow this workflow, also called progress invoicing, when working on projects or jobs for the customers. You can use an estimate like the quote, bid, or proposal to track the materials, labor, and additional expenses used in the project. After that, you can invoice your customer once the project is completed.

  • Here, you need to create and send the project estimate to the customers
  • After that, you should create an invoice from the estimates
  • Also, record the invoice payment
  • At last, you need to deposit the customer’s payment

Workflow 4 Sales Order – Invoice – Payment – Deposit

You should follow this workflow when the customers order an item that is not there in your stock at the moment. This way, you will know what products you have to buy from your vendors to complete the customer’s order on time.

  • You first need to create a sales order for the items that are on the backorder
  • Then you have to create an invoice from the sales order
  • You need to record the invoice payment
  • At last, you need to deposit the customer’s payment

Workflow 5 – Estimate – Sales Order – Invoice – Payment – Deposit

You need to follow this workflow when you need to complete a project but don’t have complete materials on your hand yet. You can create the sales order from the estimate for tracking the items on backorder. Then, create an invoice from the estimate after the completion of the project.

  • You first need to create and send a project estimate to your customer
  • Then create a sales order from that estimate
  • After that, you have to create an invoice using the sales order
  • Now you need to record the invoice payment
  • Deposit the customer’s payment

Workflow 6: Statement Charges – Finance Charges – Statement – Payment – Deposit

You must go with this workflow when you regularly charge your customer for items but are invoicing them periodically. You can skip creating the invoice for each charge, and then your customer can pay their accumulated charges in a total amount.

  • You need first to create your customer’s statement charges
  • Then you have to assess the finance charges
  • After that, create and send the billing statement to the customer
  • Then you must record the payment that is received
  • At last, deposit customer’s payment

If you find it challenging to understand this workflow, then you don’t need to think twice before calling QuickBooks technical support to avail their help. You can avail the expert’s guidance of a technical professional to resolve the query faced by QuickBooks users.