Installation & Setup | QuickBooks Enterprise

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Get the best experience in QuickBooks. Here's helpful info about the Learn more about which versions of Windows 10 are compatible with QuickBooks Desktop. Find out what Web Connector is and how to set up it up in QuickBooks.

Web Connector gives you an easy way to set up and manage an app. There are certain types of networks you can use to run QuickBooks Desktop. I am just afraid that i wont be able to do these or that i will run into problems. I can guide you through the steps to install your QuickBooks Enterprise on a network. Here's how. For detailed steps, check out this article: How to install QuickBooks Enterprise for the first time. About the W-2s, you can either process them first or after the installation.

Here are the links to guide you along:. If you have follow-up questions or concerns with your data file and payroll forms, please drop them below and I'll be here to assist you. Take care and have a great day ahead. I started the backup yesterday and it failed due to "verify data failed". Chat Support and ask Data Service to fix your file. Otherwise, you have to buy a 3rd party file repair service. You have two options when you install QuickBooks, You can do the express install, or custom and network.

After you install, QuickBooks will ask you to activate and update it. If you need help, here's how to activate QuickBooks Desktop. Check out our getting started guides. We also invite you to join our community of experts and ask your questions.

We'll see you there! However, make sure that all user workstations have multi-user hosting disabled. Workstation that has Enterprise installed and stores the company file peer-to-peer environment.

Make sure that your user workstations have multi-user access turned off. Do this on each computer you use for Enterprise. Make sure to work with a financial professional or admin who understands the company's financial needs. They'll need to set up your company file, add users, and know what areas of QuickBooks those users can access. After you install QuickBooks, you should activate it before getting started. QuickBooks will prompt you to activate, or you can activate it with these steps.

The first thing you need to do in QuickBooks is create a company file for your business. The company file is the file which stores all of your QuickBooks data. Note : To fine-tune your setup process, select Guided Start.

This will help you customize QuickBooks to better suit your needs. You can easily turn on the features you need and turn off those you don't. Here's how to convert Quicken data to QuickBooks Desktop. If you just created your company file, you'll need to scan it as described in Step 2 above. Depending on your business, you may have a few more steps to complete. Take a look at this info to make sure your company file is set up and your data is complete.

After creating your company file, QuickBooks Setup will walk you through how to add critical information, such as:. To set it up, follow the onscreen prompts, then select Start Working. Use this feature to complete common startup tasks like creating invoices, entering sales receipts and bills and writing checks. You can also view customer and vendor account balances.

During the Setup process, QuickBooks created a chart of accounts based on your type of business. Now is a good time to review it and make sure it reflects the accounts you need to run your business. You can change account names and edit, delete or add accounts as needed. For example, you may want to add a business-related bank, credit card or loan account. If you'd like your reports to include past information, you'll need to enter it.

Select a date in the past as your start date. Then enter past transactions from the start date to today. Enter historical transactions in chronological order within transaction type. QuickBooks won't know how to apply a payment unless you've previously recorded the customer invoice. Note : Entering historical transactions is important if customers don't pay you at the time they receive goods or services.

If you don't enter historical transactions, QuickBooks can't help you track and collect late customer payments for those past transactions. There's no need to enter all past transactions before you start using QuickBooks for new transactions.

Install Enterprise software on all workstations Close all running programs, including anti-virus programs. If you receive an error message during installation and rebooting your system doesn't resolve the problem, go to the QuickBooks support site at www.

Set up multi-user hosting The computer storing the company file usually a dedicated server should be set up to "host" multi-user access.

To determine whether you should have multi-user hosting enabled, use this guide:. Verify that multi-user hosting is enabled on the server: Start QuickBooks Desktop Enterprise on the server the computer which stores your company files. Go to the File menu and click Utilities Verify that Stop Hosting Multi-Access is displayed in the Utilities menu the option displays "stop" because the service is already running.

If Host Multi-User Access is displayed in the Utilities menu, the computer is not currently the host for the company files and you'll need to follow the steps below: Click Host Multi-Access to turn the service on. Click Yes when prompted to confirm starting multi-user access. Click Yes when prompted to close and reopen the company file.

Register QuickBooks Desktop Enterprise These next steps can easily be performed on the server if it's being used as a workstation e. To register: Start Enterprise. Go to the Help menu and click Register QuickBooks. Click Begin Registration and follow the onscreen instructions. If web registration isn't successful, you can register Enterprise by phone.

The registration line is available from a. Pacific Standard Time seven days a week. Within the U. Outside the U. Create a company file The first thing you need to do in QuickBooks is create a company file for your business.

Choose the option which describes your situation. Click the Express Start button. Follow the onscreen instructions. Converting from Quicken Converting a Quicken file to QuickBooks is easy, but may require some preparation or post-conversion steps. You'll find detailed instructions about converting Quicken files to QuickBooks files here. Click the Convert button and follow the onscreen prompts. Converting from Peachtree To convert from Peachtree to QuickBooks, you need to download and run a separate conversion tool.

Scroll down, complete the short form, and click Submit. Click Download. Run or open the downloaded file to install the Conversion Tool. Follow the onscreen prompts to complete the conversion. Scan Company Files If you just created your company file, you'll need to scan it as described in Step 2. QuickBooks setup. QuickBooks Setup Depending on your business, you may have a few more steps to complete. After creating your company file, QuickBooks Setup will walk you through how to add critical information, such as: The people you do business with so you can invoice customers, pay vendors and track employees The products and services you sell Your bank accounts Your payroll information An audit trail of your existing transactions Setup is easy.

Just follow the onscreen prompts, then click the Start Working button. Quick Start Center Use this feature to complete common startup tasks like creating invoices, entering sales receipts and bills and writing checks. Review your Chart of Accounts During the Setup process, QuickBooks created a chart of accounts based on your type of business. Enter historical transactions If you'd like your reports to include past information, you'll need to enter it.

Just enter new ones as they occur, then catch up with historical transactions when you can. However, your account balances and reports may be inaccurate until you enter all past transactions. Payroll If you subscribe to a QuickBooks payroll service, you'll be asked to add year-to-date payroll information during payroll setup.

Enter optional adjustments After you've created your company file, you might have to make a few adjustments regarding your start date. Depending on your company, you may need to: Enter any sales tax liabilities Adjust the Uncategorized Income and Uncategorized Expense accounts accrual basis only Adjust for current income and expenses if your start date is not at the beginning of the fiscal year For step-by-step instructions on how to enter these optional adjustments, refer to the Help feature within QuickBooks Desktop Enterprise.

Back up your company file Enterprise can create a backup file, which is a compressed version of your QuickBooks company file containing all transactions through the date the company backup was made. Create roles and users. Create users and roles QuickBooks Desktop Enterprise lets you apply user permissions to different activities by assigning distinct user-access levels including view-only, create, modify, delete and print.