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Intuit
Intuit
‎October 25, 2018 12:49 AM

Install and set up QuickBooks Desktop for Mac

Learn how to install and set up QuickBooks Desktop for Mac.

We're here to help you install and set up your QuickBooks Desktop for Mac. Here's a step-by-step guide and some things you need to know before you start.

Note: This is only for QuickBooks Desktop for Mac. If you’re a QuickBooks Desktop for Windows user, here’s how to set it up. If you meant to purchase the Windows version, here’s how to get it.

Step 1: Make sure QuickBooks Desktop for Mac will run on your computer

Check the minimum system requirements for your Mac to make sure  you can install QuickBooks.

Step 2: Find your license and product numbers

  • If you downloaded a digital copy:  The email confirmation should contain the license and product number. If you can't find the email, check out how to locate your license number.
  • If you bought a physical copy: Look for the scratch-off label on the package. You can scratch off the label to find your license and product number.

Step 3: Download and install QuickBooks Desktop for Mac

  1. Download your QuickBooks Desktop for Mac version or use the CD installer (if purchased from a retailer).
    1. Note: If you’re can't download the installer, you might need to clear the your browser’s cache and cookies. If that doesn't help you might need to use a different browser.
  2. Close all applications.
  3. Open the installer or insert the disc into the Mac CD drive. The QuickBooks installation window opens automatically.
  4. Drag the QuickBooks icon to the Applications folder. The Applications folder opens automatically.
  5. Select the QuickBooks icon to open the application.

Step 4: Upgrade/Convert your company file

If you’ve upgraded from a previous version of QuickBooks Desktop for Mac, you need to update your company file to work in the newer version.

  1. Open your company file in the newer version.
  2. When QuickBooks prompts you to update or convert the company file, select Upgrade.
  3. If you receive a prompt message, select OK.
  4. Check your balances, reports and accounts to ensure the correct company file is converted.
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