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QuickBooks Setup

QuickBooks setup is built to make business accounting easy-to-handle with more accurate results. QuickBooks is specifically designed for all small and medium-sized businesses. This software is very easy to adapt and run, the user just needs to fill all mandatory information and within a while, they get access to handle all business accountancy. Installation of QuickBooks is very easy but the user needs to learn some basic knowledge on setting up QuickBooks first time. In this blog, beginners get all mandatory information to set up the QuickBooks with complete guidance.

QuickBooks Setup Tutorial Guide

Here, you can learn to set up QuickBooks, user need to perform these guidelines

  • Registration process: The user needs to first register and enter all required details. After that, you will find free trial and subscription options such as simple start, essential and plus version of QuickBooks. You can choose as per your according. To start with QuickBooks, enter your email id, name and all identifying information to create a user name and password. Moreover process is quite easy but sometimes user face QuickBooks Registration Error due to some technical problem .
  • Customize business preferences: You get access to customize your all company preferences from the available options.
    • Go to the “Company tab” first
    • Then the user need to choose the “Preferences” and click on “EDIT” option
    • Edit options provide access to make the company’s contact information and also change your account settings as per you want
    • In settings, you can change time tracking, credit card payment transactions, payroll, and invoice automation
  • Import all necessary data to QuickBooks: User can easily import all necessary data without any hassle. The user has the option to import all company data directly to the QuickBooks including all bank transactions, email apps, excel charts of accounts, and customer data reports.
  • To run with QuickBooks, sync your bank accounts: The user just needs to click on the “Banking tab” and it will automatically merge with your all business bank accounts. With the help of this online banking platform, you can easily track all payments transactions and also download all payment receipts. Also you have to follow instruction for QuickBooks Bank feed instruction which also help to reconcile .
  • Make sure, you also sync with credit card: To track all accountancy records, make sure the user has to be sync all business credit cards with QuickBooks. It helps you to track all credit card payment issues. MyOnePro gives complete guide QuickBooks Credit Card Setup earlier .You can easily sync with a credit card with these following steps:
    • Mark your first click on the “Banking” tab
    • Then put next click on the “More” option and select the “Registers” from the drop-down preferences
    • Enter the new account name and then click on OK.
    • Then a window will pop-up on your screen with “what type of account you have” option
    • Then choose the “Credit card” option
    • And QuickBooks will permit credit card set up. It will help you to sync with your credit card
    • Follow on-screen instructions and you are all done with this process.
  • Customize your all invoice with your organization branding: QuickBooks is well-known for its customizable invoices. You can make many changes in invoices as per your according such as color, font, style, size, and layout. Know what is Progress Invoicing In QuickBooks before moving ahead, I To run with the customizing menu option, you need to follow these steps:
    • From the top of the QuickBooks menu, click on the “Customers”
    • Then choose the “Create invoices” option. You can select invoice template as per your choice
    • And then click on the “Customize data layout” and a window will appear on your screen
    • Appearing window offers huge option to make all new changes as per you want
  • In the end, transfer your all contacts to QuickBooks: To transfer all contacts to QuickBooks, the user just need to perform these steps
    • Firstly click on the “company”
    • Then choose the “More” option
    • From the drop-down menu, click on the “Import data” and then choose vendors or customers
    • Upload all data in the excel form or CSV file. Once all data transferred, QuickBooks automatically enter your own sections and you are all done to set the QuickBooks processing.

QuickBooks Pro, Premier, Enterprise First Time Set Up Service

The above information is very helpful to set up the QuickBooks For further inquiries, visit QuickBooks USA Support, By MyOnePro and drop your all queries. QuickBooks provides LIVE CHAT option, with help of this option you can chat with one of the QuickBooks expertise.

Some Other QB Setup Which Help You !

13 thoughts on “QuickBooks Setup”

  1. Where can I find the “Connect Account” function that used to be under the Banking tab? using Quickbooks Desktop 2020

  2. i’m just trying to set up a contra account using enterprise…I know how to set up an account…I am unfamiliar with contra accounts though and have to set up for adjustments my accountant sent me…, are they classed as income account? using 2021,i’m not signing up for anything to be charged for this simple question right?,i just needed on quick simple question but i’ll contact my accountant

  3.  I am new here and need to brush up on Quickbooks. The company is already set up and I believe in the Cloud. I had taken a Quickboks course several years ago but am very “rusty”. What is the best way for me to proceed . Is there a fast-track tutorial?

  4. We are having a problem setting up Point of Sale 19 on a new computer its Pro Plus 2022, Downloaded it earlier and set it up with no issues, but cannot get the Point of Sale program to connect., I am helping my friend and his mom set up a new pc for their business. We got all the files to transfer over to the new pc, and the only issue we are having is with the point of sale program

  5. which of the following tasks requires that you be logged in as the admin?, is it in the customizing the home page, creating a bill, creating an invoice or finding a trnasaction?, which of the following tasks requires that you be logged in as the admin? that are the choices, so what is the answer for that?, which of the following tasks requires that you be logged in as the admin? that are the choices > is it in the customizing the home page, creating a bill, creating an invoice or finding a trnasaction?, so any of those?,is it possible to apply corrections on the file of the customer?, for example donald should import the file he receives from his accountant to apply the corrections?, what is the correct answer?, you can do it manually the corrections?, how can i change the decimal placement setting in the quickbooks?

  6. If I choose RUN to integrate with Quickbooks what data will be downloaded and what payroll accounts will need to be changes in QB,Quickbooks online integrate payroll with Quickbooks, I do ot want to do it this instant. I am researching it. I want a sample of what data is downloaded so I know how to integrate or if I need to change the payroll accounts I already have set up

  7. I’m setting up employee medical insurance deductions/company medical insurance contributions. If I have questions – I’ll definitely ask for your help. using Online – 2021

  8. we are trying to set up a new QB and I am getting this error when I am updating the payroll history. *This error occurred as you modified this payroll item outside the payroll setup. You must fix it there to proceed* using desktop pro 2021

  9. I am currently working on learning QBO and am wanting to start doing bookkeeping on the side this summer/fall. I have started taking classes, but I was wondering if I can make a QBO accountant account without having a firm I’m apart of. I was wanting to jump into QBO directly to get some hands on experience.

  10. keep getting error messages when I try to set up payroll. I get “we couldn’t process your payment” and “common.mutation-error”. I have been on the phone for 2 weeks with Quickbooks and still no resolution. Does any of this sound familiar? And if so, is there a fix?

  11. I am recording our deposits in quickbooks desktop. How do I categorize a transfer as what type of account if its not a sale? using QB Desktop Pro 2021 , So normally we record our deposits as sales but we have transfers from another account as a credit but cant record it as a sale nor a transfer. Im not sure what account to categorize it under

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