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AnitaSD
Level 2
posted
‎June 14, 2021 04:42 PM
last updated ‎June 14, 2021 4:42 PM

New QB Desktop Installation Checklist

Hello. I have a client who has been using QB Desktop for years. As his business has grown and evolved, he has found his current QB set up is unwieldy and not meeting his needs - everything from the COA to the Items Lists, etc.  He has asked me to "start from scratch" in QB Desktop Premier 2020. I am looking for something like a checklist that I can use to walk through each component that I will need to set up (Item Lists, Employees, etc) sort of a "don't forget this!" type of thing. I pretty much know how to do it, just looking for a reference tool to use to make sure I don't miss setting something up. Is there something like that available?? (If not, I'll have to put together one of my own)

Thanks

 

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2 Comments 2
Angelyn_T
QuickBooks Team
QuickBooks Team
‎June 14, 2021 06:01 PM

New QB Desktop Installation Checklist

Hi, Anita.

 

Thank you for reaching out to us here in the Community and I appreciate your client's loyalty to QuickBooks.I'm here to help you with setting up your client's lists and names in QuickBooks Desktop (QBDT).

 

We have help articles, video tutorials, and other discussions that will help you ease the process. From the fresh file, you can check out these links as your guide in handling your client's products and services, accounts, employees, vendors, and customers:

 

 

Once done, you can also review the topics from our help articles for more tips about QuickBooks. From there, you can learn more about the following:

 

 

If you have any other questions about QuickBooks, let me know by adding a comment below. I'm more than happy to help. Have a good one!

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mdyork
Level 1
‎October 23, 2022 03:39 AM

New QB Desktop Installation Checklist

I would love to have your checklist if you made one!

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