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Level 1

how do I create an account so i can send out emailed quotes to clients ?

Help please

2 Comments 2
Level 11

how do I create an account so i can send out emailed quotes to clients ?

Which QB Desktop year version do you have?

QuickBooks Team

how do I create an account so i can send out emailed quotes to clients ?

Hi Mitchy1,


Welcome to the Intuit Community. QuickBooks Desktop is a powerful program that helps you keep track of your accounting. I’ll be your guide, so you can email quotes to your clients with ease.


Here are a few steps to get started with QuickBooks Desktop in Canada:


Choose a QuickBooks Desktop plan that fits your business' needs: 

Download QuickBooks Desktop:

  • If you’re purchasing online, start the subscription process by selecting the “Subscribe” button.
  • Review the system requirements to ensure compatibility with your system.
  • Follow the instructions on the software packaging to begin the installation.

Install QuickBooks Desktop:

  • Open the QuickBooks installation file and follow the onscreen instructions.
  • Accept the software license agreement and enter your product and license numbers.
  • Choose the type of installation (Express or Custom) based on your needs.

Set up your company file:

  • Create a company file using the Setup window after installation.
  • Choose “Express Start” for a basic setup or “Detailed Start” for more customization.
  • Add basic business information to get up and running quickly.

Add people and products:

  • Add the people you do business with (customers, suppliers, employees).
  • Set up the products and services you sell.

Configure other settings:

  • Set up your Bank Feeds.
  • Customize forms (invoices, receipts, etc.).
  • Enter opening balances.
  • Set up sales tax.

Explore QuickBooks:

  • Navigate the home page.
  • Manage customers, suppliers, and employees.
  • Enter and pay bills.
  • Back up your data.
  • Send estimates to clients.


For more detailed steps, check out the official QuickBooks Desktop guide.


I hope this helps! If you have any other questions, feel free to reach out below.

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