QuickBooks Setup

Whether you’re starting a new business or just getting QuickBooks set up for the first time, we can help. We’re QuickBooks experts and can get you set up quickly and easily. We’ll even train you on how to use QuickBooks so that you can get the most out of it for your business.

Follow the steps below to get started with QuickBooks:

1. Choose the QuickBooks edition that's right for your business. There are four different editions of QuickBooks available, so be sure to select the one that best fits your needs.

2. Download QuickBooks and install it on your computer. Once you've downloaded QuickBooks, double-click the installation file to begin the installation process.

3. Create a company file. QuickBooks will prompt you to create a company file during the installation process. Be sure to follow the instructions carefully to ensure that your file is set up correctly.

4. Set up your preferences. After you've created your company file, you'll need to set up your preferences in QuickBooks. This includes things like setting your default printer and choosing how you want invoices to look.

5. Enter your customer and vendor information. In order to start using QuickBooks, you'll need to enter some basic information about your customers and vendors. This can be done by creating customer and vendor profiles in QuickBooks.

6. Add your products and services. QuickBooks allows you to track inventory, so be sure to add all of the products and services that you sell. You can do this by creating item records in QuickBooks.

7. Set up your employees. If you have employees, you'll need to set them up in QuickBooks so that you can track their hours and pay them accurately. To do this, you'll create employee profiles in QuickBooks.

8. Begin using QuickBooks! Once you've completed all of the steps above, you're ready to start using QuickBooks for your business. Be sure to explore all of the features that QuickBooks has to offer so that you can make the most out of it.

Get in touch with us today to get started. We look forward to helping you take your business to the next level with QuickBooks!