QuickBooks First Time Setup

QuickBooks Desktop Enterprise is popular software that has several installation options. Hence, when you are ready to download & install QuickBooks Desktop Enterprise for the first time on your device, it’s best to do it over the weekend because it takes a long time. In this self-help article, you will learn about QuickBooks first time setup.

Setting Up QuickBooks Desktop for the First Time

This way, the installation will not interrupt your business’s normal operating hours. Continue reading to learn the complete process of setting up QuickBooks desktop for the first time

QuickBooks Desktop First-Time Setup

QuickBooks First Time Setup
Setting up QuickBooks for the first time? Get Started with QuickBooks 2022 Now!

Follow the below-mentioned steps for setting up QuickBooks desktop for the first time

Step 1: Register for QuickBooks Desktop

You can sign up for QuickBooks desktop in just one minute or even less than that during the QuickBooks first time setup. At first, you can use the free trial, but after that, you have to select a QuickBooks package. 

Step 2: Personalize your Company Preferences and Account Settings

  • A to-do list can be displayed on the QuickBooks Dashboard. After logging in for the first time, you will see several tutorials that will assist you in configuring various aspects of your new account. 
  • Click the ‘Company tab’ and then “Preferences” in the top menu. 
  • Then, fill in or ‘Edit your company’s contact details and customize the account settings as desired. 

Step 3: Import Company Data Into QuickBooks 

This new QuickBooks version enables you to import data without difficulty. This software will assist you in importing data, performing transactions from bank accounts, importing customer data from Excel, and maintaining your Excel chart of accounts. 

To accomplish all of this, go to the ‘Company tab’ and select ‘More’ and then select ‘Import Data’ from the drop-down menu.

Step 4: Sync QuickBooks with your Bank Accounts

  • First, click the ‘Banking tab’ at the top of the screen, and QuickBooks will automatically connect to your bank account.
  • Then, select ‘Download Transactions.’
  • After that, you have to enter your ‘Bank details’ that you want to sync with the software in a pop-up window.
  • Next, a pop-up window will appear in which you must Fill in the bank details that you want to sync with the software. You can log in with your online banking ‘username and password.’ After a few minutes, your account will be synced with the software, and all your bank transactions will be imported.
  • Finally, you can link your ‘Customer and vendor names’ with each transaction. 

Step 5: Sync Your Business Credit Cards 

  • After you have synced your bank accounts, it’s time to sync your credit card accounts as well. Once you have ‘Synced your credit card accounts,’ double-check that your credit card information is displayed in QuickBooks. 
  • To sync your credit cards, go to the top menu bar
  • Then click the ‘Banking tab,’
  • Go to ‘More’ and then ‘Register’ from the drop-down menu.
  • A pop-up will arise in which you have to enter your bank account information and select the ‘Credit Card Option.’ As you click, QuickBooks will launch a credit card setup wizard that will help you sync your cards in just a few steps. 

Step 6: Customize Your Invoices With Company Banking 

Not to mention, a good business always has attractive and well-maintained invoices that easily impress customers. This can be accomplished by “Customizing QuickBooks invoice” with the company logo and branding.

As a user, you will be relieved to learn that QuickBooks allows you to create “customizable invoices.”

To access the customization menu, follow the below-mentioned steps – 

  • Go to the ‘Customers tab’ and select ‘Create Invoices.’ 
  • Then, choose your desired invoice template from the drop-down menu and customize it. By selecting the ‘Formatting tab’ and then ‘Customize Date Layout,’ you can make additional changes to the invoice. 
  • Next, prepare the design and layout. Search for the ‘Use Logo Checkbox’ to see if your logo looks good and doesn’t get cropped while being used in the invoice. 

Step 7: Import your contacts to QuickBooks

During the QuickBooks first time setup, QuickBooks makes it simple to import contacts, ensuring that you are prepared for anything.

  • Select ‘Customers or Vendors’ from the Company > More> Import Data
  • Then, Customer and vendor information can be uploaded in an ‘Excel or CSV file.’ QuickBooks will extract data automatically after the file is imported.
  • Once you have filled all the data correctly, click on ‘Continue and review. ‘ 

Get your QuickBooks First Time Setup Done by QuickBooks Experts

By following all of the steps listed above, you can quickly become a QuickBooks master and easily install QuickBooks desktop first-time setup.

If you have any queries, contact QuickBooks Desktop Support representatives as they will quickly assist you in installing, updating, or troubleshooting your QuickBooks software. 

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