QuickBooks Desktop Premier 2019 30-day trial (Canada only) QuickBooks Desktop Premier Accountant 2019 30-day trial (Canada only) QuickBooks Desktop Enterprise Solutions 19.0 30-day trial (Canada only) QuickBooks Desktop trials for the United Kingdom (UK) Only use one of these if you have a UK version of QuickBooks.
. Prepare the installer.
Or use the CD installer (if purchased from a retailer) Note: If you are trying to download the installer and are experiencing difficulties with the process, you may need to clear the browser’s cache and cookies or use a different browser. Start the installation.
Close all running applications. Insert the QuickBooks CD into the CD-ROM or double-click the downloaded installer. The QuickBooks installation window opens automatically. Drag the QuickBooks icon to the Applications folder. The Applications folder opens automatically.
Double-click the QuickBooks icon to open the application.
Congratulations on securing your. Now it’s time to set them up! Whether you’re setting up a new client or moving your first client from QuickBooks Desktop or Mac to QuickBooks Online, the process is not as difficult as you may think. This section is designed to walk you through the process, step by step, with easy-to-follow checklists. Clients New to QuickBooks If your client is new to the QuickBooks family, setting up QuickBooks Online (QBO) is just a few clicks away. This checklist starts by working from the QuickBooks Online Accountant (QBOA) dashboard. Log into QBOA and look for the ' +' symbol at the top right.
This is the Quick Create menu. Make sure you are not in a client’s file. You must be at the Your Practice screen or the workflows below will not be there. New Set Up.
Create new QBO subscription. QBOA Quick Create Client.
Follow prompts. Choose subscription & who will pay the subscription fees Pretty simple, right? The new QBO file should already be listed on your client dashboard in QBOA. Click the next to your client’s company name to open the file. There are some settings you will need to look at on behalf of your client. NOTE: The conversion outlined here is a transition from Desktop Pro or Premier. If you are converting from or, click these links to view additional conversion steps.
If you need more detailed information on this topic, look at Module 1 of the QBO Advanced Certification course. It truly deep dives conversion. This video with PDF guide “Complex Conversions” is available in your QuickBooks ProAdvisor® tab or just click this link. I would recommend watching this at least once for an overall understanding of what could or could not happen during a conversion.
Also, please be aware that if your clients want to convert inventory, they will be converting to FIFO costing in QBO. This same resource provides information on what to expect when converting inventory. Most of the time conversion is quite easy. Walk through it together with your client. I’ve split the process into three phases: Pre-Conversion, Conversion and Post-Conversion.
Pre-Conversion This Pre-Conversion checklist starts by working from the QuickBooks Online Accountant (QBOA) dashboard. Log into QBOA and look for the symbol at the top right. This is the Quick Create menu. Make sure you are not in a client’s file. You must be at the Your Practice screen or these workflows below will not be there. From the Quick Create menu, you will be adding the client into QuickBooks Online Accountant. Download the and follow all steps.
Conversion Go to QuickBooks Desktop and verify the file is ready to move over to QuickBooks Online. The conversion tool is in the Company menu in QuickBooks Pro and Premier. Continue to follow the steps in the (Conversion section). If you are using Enterprise or Mac, you can still convert. Click these or links to review additional resources on those topics. Post-Conversion You should have received the email from Intuit® letting you know the data has converted.
In that same email, you can also access an report to get more insights on the conversion. Now, log back into QBOA and click the next to your client’s company name to open the file with imported desktop data. You will need to have the QuickBooks Desktop file open as well. Now it’s time to perform some tasks to make sure the conversion was successful, and then do a little housekeeping. As previously mentioned, follow the steps in the (Post-Conversion section) to ensure you have successfully completed conversion. Now you can collaborate and work with your client in real time.
No more exchanging Accountant’s Copies or thumb drives. There are so many benefits to transitioning our client to QuickBooks Online, and this is just one. Enjoy the new freedom that cloud accounting gives you both!
Erin is the ultimate bookkeeper's friend! As a national trainer for Intuit®, Erin educates hundreds of accounting professionals every month for QuickBooks Accountant University, and in 2015 The Bookkeeper's Friend was named a top-20 Firm of the Future by Intuit.
Prior to the launch of the Bookkeepers Friend, Erin was a highly sought-after instructor for Intuit QuickBooks Training (Real World Training). During this time she educated thousands of QuickBooks desktop students across the United States and Intuit Support teams. She was named Trainer of the Year by Real World Training in December 2012. Helping users on a more personal level is her real calling.
Through her personal coaching, thousands of companies have learned to effectively navigate and customize QuickBooks for their particular use. Erin continues to assist accounting professionals to realize the full potential of both cloud based and traditional software options. Erin and The Bookkeeper's Friend co-founder/husband, Jonathan Dyer, reside in Joshua Tree, California, and have their main office in San Diego.