QuickBooks Desktop

Which QB Desktop year version des your client use?

You can use the trial version for good if required

The client is using Quickbooks Desktop (UK Version) 2021.

I reckon using the trial version would have restricted features and would not help. 

Also, the application doesn't even move forward without entering the Product and License number [screenshot attached] for your perusal.

Thanks!

I appreciate your interest in using QuickBooks Desktop UK, @Trevor Sunny. I'm here to answer your questions and deliver you the necessary information to get started.

Since you've downloaded the Quickbooks Desktop on your PC, you can start installing it. Before proceeding, ensure your computer meets the system requirements. Here's your directory for complete instructions: Install QuickBooks Desktop.

List entries are a tool for managing your company data. They can help you track customers, suppliers, services, stock and non-stock items. See this article to learn more about the limitations: Maximum number of list entries (list limits and custom fields).

Using QuickBooks Desktop on a single PC is possible, but it restricts access to your company file to one person at a time. For more information, check out this reference: Features available and tasks you can perform in single or multi-user mode in QuickBooks Desktop.

When operating this product, we require the license number with other information such as product name, product number, version, and release. Only customers with existing licenses can continue utilizing QuickBooks Desktop services in the UK. To locate it, refer to this guide: Find QuickBooks Desktop license info.

Finally, activate QuickBooks Desktop after you install it. Once done, you're ready to start.

Please note that the Pro, Premier, and Enterprise versions were suspended on June 30, 2023. You can find more information about this decision on this page: QuickBooks Desktop discontinuation support.

I hope this information has been helpful. If you have any further questions about setting up the program, don't hesitate to contact me.

@Trevor Sunny 

The application doesn't even move forward without entering the Product and License number

You need the license to proceed. You can try using the trial version as mentioned before. What restriction do you mean?

Hi, 

Thanks for your prompt response. 

My client already has a License number and Product number.

But does he have to surrender his license for me to use it on my PC?

Restrictions like only a single user can use it on a single PC, etc. 

Thank you!

But does he have to surrender his license for me to use it on my PC?

Why should he hand over his license to you? Does he no longer need to access files on his own computer?

Nice question!

I am his new Accountant and the client himself does not know anything about Quickbooks Desktop. 

So, that is why I am taking care of his accounting and would require help in setting up the Quickbooks Desktop. 

Thank you. 

If your client can't be bothered to run QB Desktop on his own machine, I guess you can use his license with his consent for sure. Make sure to ask him to uninstall it first. You will also need to have him call Intuit Support in UK and have them provide the activation code. You may need it when installing his license on your machine.

If they refuse to provide the activation code, you can use the trial version as the last resort.

Thanks a lot for your information. 

My client is using a Multiuser license [Quickbooks Desktop 2017 UK Version]. So, how does it work?

The client has asked me to set up Quickbooks Desktop on my PC and he has shared the financials in Excel. 

So, I suppose I have to set it up as a new company on my PC as I cannot link the entity on his PC, right?

If your client doesn't mind letting you use their license, why would they bother exporting their financial data to Excel? They just need to create and send you a backup file (*.qbb). You will restore the backup file on your machine.

Hi, 

Thanks a lot for all your support. 

The client had opted for Quickbooks online for my ease of convenience. 

Thanks, again!