QuickBooks Desktop Support

QuickBooks Desktop Support

QuickBooks Desktop Support

Intuit has created and sold a widely used accounting program called QuickBooks Desktop and also provides QuickBooks desktop support for it. Payment processing, Billing, Payroll, Inventory, and accounting are just some of the financial processes it facilitates for small and medium-sized enterprises. QuickBooks Desktop is a desktop application that can be downloaded onto a computer and accessible via a streamlined design to assist companies in better handling their finances. QuickBooks Pro, QuickBooks Premier, QuickBooks Enterprise, and QuickBooks Accountant are just some of the variants that cater to the varying demands of organizations. Accounting and financial management software QuickBooks Desktop is used by organizations of all sizes and in various sectors.

How to Get QuickBooks Desktop Support

QuickBooks program may encounter issues like being Unable to print checks, unable to send email through QuickBooks, unable to save as .PDF, QuickBooks Errors, Unable to open QuickBooks, and many more such situations. QuickBooks Users a lot of time are able to fix these problems but in some cases, they need an expert to help them with QuickBooks desktop support.

image of Desktop support

QuickBooks Desktop Support is available via phone, chat, or email. Dial the QuickBooks 24/7 support phone number to get assistance over the phone which is available round the clock, you can also initiate QuickBooks desktop support chat via the support website. or simply send us an email.

Introduction to QuickBooks Desktop Pro: Installation, Configuration, and Use

However, despite the fact that it is among the most popular accounting programs readily available on the market today, QuickBooks Desktop Pro may sometimes not be the simplest to use. This article will take you through the steps necessary to get established with QuickBooks Desktop Pro, beginning with the basic setup and concluding with issuing an invoice. We offer QuickBooks Technical Support for a variety of desktop versions of QuickBooks, including QuickBooks Pro, QuickBooks Premier, and QuickBooks Enterprise.

Setting up QuickBooks on Your Personal Computer

Downloading and installing QuickBooks Desktop Pro is necessary for proceeding with anything else. Referring to the hardware specifications can help you determine whether or not your computer is capable of keeping up. At this point, you are going to need licensed software. There are two different methods to purchase the software:

  • From the Official site.
  • From a local business that sells office supplies (prices may vary)

In order to establish a profile, you will require the product and license keys corresponding to the license you purchased on the site. You might locate the product key and license number mostly on the back of the packaging the program came in if you got it from a retailer specializing in office supplies. When you are doing that, gently place the disc inside your computer. No matter how you received the software license, the procedure of setting up the program and installing it is the same from this point on.

Having Read and Accepted the License Agreement, Please Enter Your License Information 

After successfully downloading and launching the program, you will be prompted to accept the licensing agreement for QuickBooks Desktop Pro on the following page. To proceed, all you need to do is hit the “next” option. At this point, you will need to input the item and license credentials that were discussed before.

Choosing a Configuration Method 

At last, you are at the point where you may select a configuration technique. You may choose the Express route, or you can do the Custom and Network Options route. We advise you to go with the Express option, but if you are unsure which approach is best for you, you may always select the question mark symbol located in the underside corner of your screen. After you make your selection during the initialization stage, the program will complete the remainder of the installation procedure automatically. 

Establishing a User Account

After you have completed the installation of the QuickBooks Pro program, you will be able to create an account. In this section, you get two options: either beginning fresh or importing data that was already saved in another software. In this article, we’ll teach you how to set up a brand-new profile, so when you’re ready, click the button that says “Start Setup.” However, if you are transferring data, you will need to transfer your files by selecting “Other Options” from the submenu and following the instructions in the QuickBooks help guide.

Additional Account Configuration

After that, you will be prompted to enter the name of your firm and select the category in which it operates. It is helpful to utilize the drop-down option labeled “Help Me Choose” if you are unsure about what to choose. Enter your employer identification number (also known as an EIN) and the location of your company, being sure to include the appropriate nation, town, and postal code. Furthermore, do include the contact information of your firm.

In order to set up a business using QuickBooks Desktop Pro, all you need to do is provide the information that has been outlined above and then clicks the button that is located in the lower right-hand corner of the screen. If a “welcome” page appears, this indicates that establishing your business file was effective.

Acquiring Knowledge Regarding QuickBooks Pro and Its Structure

When you begin using QuickBooks Desktop Pro for the first time, you can feel completely confused. However, there is no need to be concerned since we will describe its fundamental structure below.

The main screen will be the first item you see when logging in. Even though, at first glance, it may appear to be nothing more than a haphazard collection of symbols; there is more structure there than meets the eye. Each of these symbols symbolizes some of the essential functions that can be found in QuickBooks Pro, and they are organized into the following five distinct sections:

  • Banking
  • Company
  • Customers
  • Employees
  • Vendors

In addition to the home page that was just described, you will also notice navigation on the left side of your display. This menu is comprised of numerous parts, some of which are as follows: Home, Add Payroll, Services, Feedback, Bill Tracker, and Bank Feeds. These “shortcuts,” as they are often known, may be customized in any way you choose. You may access the relevant software function by selecting any of these; it doesn’t matter which one you choose.

The Quick Access toolbar is the most critical part of QuickBooks Pro that you should focus on, even though the main screen and the shortcuts panel will lead you to some of the program’s most important functions. It will be located at the very top of the screen, allowing you access to most of the program’s features. It operates in a manner quite similar to the taskbar that can be seen in Google Docs or Microsoft Word; clicking on each tab takes you to an extensive drop-down list.

Modifying Your User Preferences

The “Settings” part of QuickBooks Pro is referred to as the “Preferences” portion. Spending a few minutes becoming familiar with the many configurations and choices available in this area is a smart idea. We won’t go into excessive depth here since your choices will, of course, be determined by the requirements of your business and the nature of your business. On the other hand, we will provide you with a brief breakdown of some of the items that you can alter:

  • Which monetary systems do you recognize 
  • Activating or deactivating inventory features 
  • Activating or deactivating the time-tracking system 
  • Adding integrations 
  • Recognizing electronic purchases 
  • Editing bill defaults 
  • Establishing billing alerts 
  • Activating or deactivating sales tax 
  • Choosing a delivery option 
  • Turning on fully automated 1099 filing

Do not forget to press the “OK” button in the upper right-hand corner of the screen when you’ve finished making adjustments to your settings choices.

Entering Information Regarding the Company

Before you can begin using QuickBooks Desktop Pro, you will first need to enter certain critical business data once you have selected your preferences for the program’s settings, such as the following:

  • Contacts
  • Vendors
  • Items or services
  • Employees

Input may be made either manually or by file import.

Developing a Chart of Accounts for Your Company

To make progress in organizing your financial information, one of the most important tasks you can do is to create this chart. The following subheadings will be included in your chart: assets, equity, expenses, income, and liabilities. In QuickBooks Pro, you can export an existing chart or begin fresh. To import charts from an existing list, choose Lists from the menu bar, Chart of Accounts, Accounts, and finally, Import from Excel. It is simple to do if you are constructing a chart.

Earlier on in the procedure, you decided on the industry. QuickBooks Pro will build configurations for your business based on the industry that you want to utilize. On the other hand, you’ll likely need to erase some unnecessary preferences and make some other adjustments so that they work better for your business.

Establishing a Connection to Your Various Financial Accounts

You are close to finishing the setup, but there is still one further step. You must establish a connection between your bank account and your QuickBooks account. You are free to enter your information by hand at any time; however, the real-time bank stream makes the process a great deal simpler. Your first order of business will be to locate your bank. After that, sign in to your account on the website. Because each bank handles the process of connecting accounts differently, it is important to pay close attention to the directions shown on-screen.

You are Now Prepared to Proceed

That wraps it up! You’ve successfully established a QuickBooks account. You should be able to use QuickBooks Desktop Pro to help your business become more profitable now that you understand how to operate the program and have contributed the data about your firm to it.

Install QuickBooks Tool Hub

quickbooks desktop support

While downloading QuickBooks desktop or operating it, users might need help. Users of QuickBooks desktop are encouraged to download and run the QuickBooks tool hub in order to resolve the most frequent difficulties that arise with QuickBooks without contacting the QuickBooks desktop support experts. The QuickBooks tool Hub can be employed to resolve various difficulties with QuickBooks, like connectivity, corporate files, and setup. But even after using the tool hub if you still experience issues with your Quickbooks program feel free to get seamless QuickBooks desktop support by dialing the 24/7 QuickBooks desktop support phone number.