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Installing, Setting Up, and Using QuickBooks Desktop Pro

Though QuickBooks Desktop Pro is one of the most widely-used accounting software suites on the market today, it isn’t always the easiest to use. From initial setup to sending an invoice, this guide will walk you through the process of getting started with QuickBooks Desktop Pro.

QB Techs provides support for different desktop versions of QuickBooks namely QuickBooks Pro, QuickBooks Premier, and QuickBooks Enterprise.

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Installing QuickBooks on Your PC

Before you do anything else, you’ll need to download and install QuickBooks Desktop Pro. Be sure to refer to the hardware requirements to ensure that your PC can keep up. Now, you’ll need a software license. You can buy the software in two ways:

  • From QuickBooks’ website
  • From a local office supply store (prices may vary)

If you bought your license from the website, you’ll need your product and license numbers to create an account. Refer to your order confirmation email or go here to start the download.

If you purchased the software in an office supply store, you’ll find the product and license number on the back of the box. Once you’ve done that, carefully insert the disc in your PC. From here, the setup and installation processes are the same, no matter how you obtained the software license.

Accepting the License Agreement and Entering Your License Info

When you’ve downloaded and installed the software, you’ll see a screen where you’ll accept the QuickBooks Desktop Pro license agreement. Simply click the “next” button to do so. Now, you’ll enter the product and license numbers referenced above.

Choosing a Setup Method

Finally, you’re ready to choose a setup method. You have two choices: Custom and Network Options or Express. We recommend the Express option, but as always, you can click the “?” icon at the bottom left of the screen to find out which method you should use. Once you’ve chosen a setup option, the software will finish the installation process.

Creating an Account

Now that you’ve installed the QuickBooks Pro software, you can set up an account. Here, you have two choices: starting from scratch or converting existing data from another program. For this guide, we’ll show you how to create a new account, so you’ll click “Start Setup”. However, if you’re converting data, you’ll need to choose the “Other Options” menu and use the QuickBooks guide to convert your files.