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Level 1

Can you help me to set up my system

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QuickBooks Team

Can you help me to set up my system

Good day and and welcome to the QuickBooks Community, supercarnestexas.


I've got the steps you need to get started. If you haven't installed your QuickBooks, you'll want to follow the steps in this article: QuickBooks Quick Start Guide.


Once done, you can start setting up the following:

  • Add your customers and vendors.
  • Add items you buy and sell
  • Enter all transactions that occurred before your start date.
  • Set up bank accounts.
  • Set up sales tax.


To add customer or vendors, you can follow these steps:


  1. Log in to your QuickBooks Desktop account.
  2. Go to Customer/Vendors and then select Customer Center/Vendor Center.
  3. Click the New Customer & Jobs/New Vendor button.
  4. Select New Customer/New Vendor and enter the information.
  5. Click OK once done.


For adding the items, here's how:


  1. Go to Lists > Item List.
  2. In the Item List page, select the Item drop-down list located at the bottom.
  3. Choose New.
  4. Enter the Type, Item Name/Number, Rate, and Account.
  5. Click OK.

To check for the other instructions, you can check out these articles: 


I'll right here if you need anything else. Thanks.

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