QuickBooks is among the most widely used accounting programs. It’s a handy tool for small businesses to keep track of their finances, from inventory to taxation.
QuickBooks has several tiers, and since everything is moving online, the service has several options that don’t necessitate computer installation. If you favor a traditional QuickBooks experience, Desktop Pro Plus, Premier, and Enterprise are available. All those programs must be installed and downloaded before you can use them on a desktop or laptop.
This article will provide an overview of the available QuickBooks services and information on what you need to know to keep your QuickBooks profiles running correctly.
What Are QuickBooks?
QuickBooks is an Intuit accounting service primarily aimed at small and medium-sized companies (SMBs). The famous brand has existed for almost three decades and started as a desktop-installed software program.
On the other hand, QuickBooks has indeed expanded to provide cloud-based, online-only versions compatible with a wide range of platforms, along with PC, Mac, smartphones, & tablets.
QuickBooks online versions also have added features that enable merchants to accept payments, manage the money supply, and run payroll. In addition, Intuit has been investing heavily in its online versions, which also receive regular updates. As a result, its items are also regularly discounted from their original cost.
QuickBooks desktop editions are updated yearly with incremental and subtle changes to their design and user experience. The Desktop Pro Plus version is endorsed along with the digital editions, but its functionalities appear to be missing a lot as the company transitions to cloud-based services.
What Are their Pricing Tiers?
- Simple Start: $25/month
- Plus: $80/month
- Advanced: $180/month
- Desktop Pro Plus: $349/year
- Premier Plus: $549/year
- Enterprise: $ 1,275/year
How to Set Up QuickBooks on Desktop?
Fortunately, the setup for all QuickBooks desktop versions, including Desktop Pro Plus, Premier, and Enterprise, is the same, regardless of your version. Below are detailed instructions for installing and configuring QuickBooks.
- Go to the download page.
- Choose the product and version that you require.
- Choose search, then download.
- Install QuickBooks after downloading it. In the Setup Wizard, select Next. If the download doesn’t begin immediately, choose the install logo from the desktop or download location.
- Read the license agreement before clicking Accept and Continue.
- Enter the product and license numbers. Choose the location if you do not have the license or product numbers. It will take you to a page that allows you to access your company’s phone number to acquire that details. Or else, you can find them by simply logging in to your Intuit account.
- Next, click the button.
- Choose Express for Standalone Machine Workstation as the first option.
- To install on a server, select Custom and Network.
- Next, click the button.
- If QuickBooks has been on your computer, you may be given the option to upgrade or relocate the installation.
- It will be installed automatically.
- Choose Open QuickBooks.
- If you install QuickBooks for the first time, you will be prompted to restart your computer.
- Select Begin Activation to activate QuickBooks Desktop.
QuickBooks installation and activation are now complete. Next, the program launches, allowing you to directly start creating, opening, or updating your company file with your current QuickBooks version.
6 Quick Tips
After installing It, users can utilize all of the program’s functionalities. If it’s your first time, it could be challenging, but there are numerous tips you can utilize to enhance your experience.
1. Select an Extremely Secure Password
Remember that it not only deals with your company’s financial information, but it’s also usually connected to your internet banking and needs the highest level of protection you could provide. To modify your password, go to “Access Account” then “Change Passcodes.”
2. Disable Spell Check
Their Spell Check feature can be challenging to use as it frequently misses errors and vice versa. An excellent suggestion is to disable the feature and manual process modification within QuickBooks.
You can disable Spell Check by heading to Edit>Preferences>Speller and unclick Always Check The spelling.
3. Fill in the correct company information.
Make sure you enter the correct information about your company in the Company Tab. This tab contains data, such as your Tax ID number, that ultimately fills up how it tends to work for you. Therefore, it is essential to enter the correct details and double-check what already exists in the system.
4. Enter Correct Customer Information
Similarly, you should know how to enter new customers into your system using Customers Tab, specify their payment choices, and perform tasks like billing and reconciling.
5. Linking Your Email to QuickBooks
Linking your email address to your QuickBooks account is also an excellent option for paper-free transactions. For example, you can invoice and send reports directly through QuickBooks with your email connected to the program. Outlook, Gmail, and Yahoo are among the email services that can be linked.
6. QuickBooks Backup
When managing a business, ensuring that your QuickBooks information is safe is essential. While using It, you must think about your backups. QuickBooks Online versions are instantaneously backed up to the cloud.
If you’re using the desktop version, you must invest in your backup solution to guarantee you don’t lose your data in the event of a crash. Some backup alternatives include storing the data on a Disc, HDD, USB drive, or a personal cloud server.
QuickBooks is still a handy tool for small businesses to use for financial management. Whether you select an online or web app version, you’ll be using an accounting program with various functionalities designed to assist you in mastering the numbers aspect of your company. Installation isn’t quite as tricky as it appears, and the software has the stamp of approval from many businesses to persist strongly recommended after all this time.
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