How to Setup the QuickBooks Desktop for the First Time?
In this post we will discuss about setup quickbooks desktop first time.
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Have decided to get QuickBooks desktop? Installing and setting it up for the very first time? Well, though you might need professional assistance in doing this, yet we are here with this guide sharing the complete information related to the same. Installing and setup QuickBooks for first time involves a bunch of steps and procedures that you might have to follow properly. To help you out, here in this segment, we have tried to summarize the complete information.
QuickBooks is the world’s most used and sought-after accounting software. This software is mostly used by the small and medium sized business. To start using it, one needs to set it up on the system for which some steps need to be followed. In this post we will discuss about setup quickbooks desktop first time.
Not to mention, a good business has always good looking and well-maintained invoices by which the customers get impressed easily. This can be done only by ‘Customizing QuickBooks invoice‘ with the company logo and branding.
As a user, you would be glad to know that QuickBooks supports ‘customizable invoices‘ and is also quite happy to do so. You can change ‘style, color, font, layout, and size‘. But this need to be kept in mind that complete invoice customization is only available to the users who are the ‘QuickBooks Plus subscribers‘.
Steps to setup QuickBooks successfully
If you are installing QuickBooks for the very first time, here are some steps that can help you:
You need to first register for QuickBooks – Depending upon your requirements and budget, you need to choose the QuickBooks plan and register for the same.
Customize the company preferences and accounting settings – You need to configure the settings according to your uses. You can also go with the default settings if you aren’t sure what settings you can go for.
Furthermore, import business data to QuickBooks desktop – Your crucial data is now will be stored in QuickBooks. Thus, this lets you import your sensitive data to QuickBooks. This is only for the first time.
Now, sync your QuickBooks with the bank accounts.
And also Sync your business credit cards with QuickBooks- this is to make your future payments and transactions quick and easy.
You can also customize your invoices.
Furthermore import your contacts to QuickBooks and you are done.
Still unable to setup QuickBooks or failed to do so? Well, we can still help you with that, you can give our tech support professionals a call +1844-964-2960 and your queries will be addressed immediately by our experts. Setting up QuickBooks desktop involves some crucial steps, which must be performed by some professional. Thus, feel free to contact our tech team for any further assistance.
