How to Setup the QuickBooks desktop for the first time?

Apr 7


Mevin Smith

Mevin Smith

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you can also contact our accounting professionals at +1-844-405-0907, and they will guide you regarding the same.


QuickBooks is one of the finest accounting software,How to Setup the QuickBooks desktop for the first time? Articles and if you are planning to incorporate this software in your business, then you have landed on the right page. It is one of the most used and sought-after accounting software, crafted mainly for small and medium sized businesses. In order to use this software, one needs to se it up on the system, for which steps discussed later in this post should be carried out. Thus, we would recommend you to go through this post carefully till the end and get the process to setup the QuickBooks desktop for the first time.



Steps to setup QuickBooks desktop for the 1st time


If you are setting up QuickBooks desktop for the first time in your system, then the below steps would be of great help to you:

  • First of all, the user needs to register for QuickBooks desktop
  • After that, the user needs to customize the company preferences and the account settings
    • The user can display the to do list on QuickBooks dashboard. And after logging in for the very first time, the user will find a number of tutorials that might assist in setting up different parts of the new account. After that, the user should set the company preferences that will assist in moving forward with QuickBooks
    • And then, click on the company tab and choose preferences. Followed by filling in edit the company’s contact details and changes the account settings in the way he/she likes.
  • Followed by importing business data to QuickBooks
    • The user might have to click on the company tab and choose More and import data from the drop-down menu
    • The user will get various options to upload the file and then he/she can select the one as per his/her preference. Uploading the customer or vendor list is easy with this software
    • Certain business data can be imported to QuickBooks including customer or vendor data, products and services from excel, chart of accounts from excel, transactions from bank, and QuickBooks desktop company data.
    • During this, the QuickBooks software might make the user over-categorize some of the businesses
  • The next step is to sync QuickBooks with the bank accounts
  • Also, sync the business credit cards
  • The user is then required to customize the invoices with company banking
  • Importing the contacts to QuickBooks



Setting up QuickBooks desktop for first time becomes easy once the above steps are followed properly. In case you have any query, or if you need any sort of technical assistance, then feel free to give us a call via our QuickBooks customer support number i.e. +1-844-405-0907.


We are a team of experienced and qualified accounting ProAdvisors, who work round the clock to provide best possible support services immediately.Similar Post: QuickBooks Error Code 6147-0 | Fix QuickBooks Banking Error 102