Quickbooks is an Accounting software that helps users. Setting up QuickBooks Desktop on your Windows is very simple and keeping it updated is important to keep it running smoothly and securely. Here is a step by step detailed explanation to help you with both installing and updating QuickBooks Desktop.
Installation Process
Understand System requirement-
Before you begin It’s important to understand that your computer meets the system requirements for QuickBooks software. This simply means checking that your
window supports the quickbook version, you must have enough RAM and hard drive space in the computer. To know about the details you can go and check on
QuickBooks’ website or in the documentation that came with your software.
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Download the Installer-
If you bought QuickBooks online, you'll need to download the installer. Visit the quickbooks website, then log in to your account and search the downloads section, over there you can select the version you want according to your needs and download the installer file into your computer.
Run the Installer-
The next step is, once the Installation is being completed, search for the installer file(it will be something named QuickBooksDesktop2024.exe) double-click on it. Window May asks for permission to make changes, click “Yes” to proceed.
Select Your Installation Type
During installation process, you’ll have two options:
Express Install: This is the easiest and simple option to install QuickBooks with the default settings.
Custom Install: This includes additional features, Choose this if you want to select the installation according to your need .
Most of the time Express Install is sufficient for many users. If you have some specific needs or you want to customise according to your need then custom install is just for you.
Enter Your License Information
Entering the license number is important while the installation is in process, you will need to enter license number and product key during the installation of quickbooks. These license numbers will be included in the packaging or confirmation of mail if you bought online. Enter these numbers very carefully to avoid issues afterward.
Follow the On-Screen Instructions:
Installer will give you the step by step instruction, just follow that instruction given on the screen. You have to agree to the software license agreement and select some choices about setup options.
Activate QuickBooks
Once installation is complete, open QuickBooks Desktop. You will be asked to activate the quickbooks software using the license information you entered.You have to Follow the activation wizard to complete the process. If you’re online, this should be quick. If not, you may need to activate it by phone.
Set Up Your Company File
At this time the software has been installed in your window. Using Quickbook for the first time, It will require setting up your company file. You can also create a new file or import an existing one. By Following the instructions given on the screen to enter your business information.
Keeping QuickBooks software update is very important for running smoothly and securely.Here’s how to check for and install updates:
Check for Updates Manually
For checking updates manually you have to Open QuickBooks Desktop and go to the ‘Help’ menu. Click on “Update QuickBooks Desktop.” Then a window will open where you can check for updates.
Download the Updates
The next is to Click on the “Update Now” button to see if there are any updates available in your window. QuickBooks will search for updates and then download them if any update is available. You can choose which updates to install by checking the updates available.
Install Updates
After the updates are downloaded, quickbook will ask you to install.Click on the “Update”button to start the installation.When the updates are installed, you may need to restart QuickBooks to apply the changes.
Verify Updates
It's important to check the updates were applied correctly, you can check that with the version number. The step you can follow is Go to the ‘Help’ menu and select ‘About QuickBooks’. Over there you can see the latest version number and more information.
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Enable Automatic Updates (Optional):
This step is optional, If you want To make things easier and simple, you can set QuickBooks to update automatically. Again Go to the ‘Help’ menu select “Update QuickBooks Desktop,” and then click on the “Options” tab. Choose “Yes” to enable automatic updates, and QuickBooks will handle future updates for you.
This was the whole guide from our side that can help you at every step of installation and update. Every single point is being covered by us, these steps will help you get QuickBooks Desktop installed and updated with minimal trouble. Regular updates are key to maintaining the software’s security and performance.