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.
