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Install and set up QuickBooks Desktop for Mac

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

Need help in installing and setting up your QuickBooks Desktop for Mac? Here's a step-by-step guide and some things you need to know to get started with QuickBooks.

Note: This is only for QuickBooks Desktop for Mac. If you’re using QuickBooks Desktop for Windows, 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 version to make sure QuickBooks can be installed.

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 haven't received the confirmation email you may locate your license number.
  • If you bought a physical copy: Look for the scratch-off label on the packaging, then scratch 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 trying to download the installer and are having trouble, you may need to clear the browser’s cache and cookies or use a different browser.
  2. Close all running applications.
  3. Double-click the downloaded 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. Double-click 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.

If you have more than one user license, you can set up QuickBooks in multi-user mode to make sure all users can access the file at the same time.

  1. Open the Multiuser folder.
  2. Drag the QuickBooks Server icon to the Applications folder.User-added image
  3. If prompted, select Authenticate to modify the Applications folder and enter the Admin username and password. Select OK.
  4. Launch QuickBooks and open your company file.
  5. Go to File, then select Enable Multi-user Mode to share your company file.

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