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jhill7000-gmail-
Level 2

Every tutorial I've found starts setting up Quickbooks using the EasyStep Interview. My software has no such thing. Where can I find it?

 
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Best answer June 25, 2020

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jhill7000-gmail-
Level 2

Every tutorial I've found starts setting up Quickbooks using the EasyStep Interview. My software has no such thing. Where can I find it?

Thanks for your help.  While your screen is different (see attached), if I go to Other Options > Advanced Setup I get the choice for the tutorial. 

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10 Comments 10
Fiat Lux - ASIA
Level 15

Every tutorial I've found starts setting up Quickbooks using the EasyStep Interview. My software has no such thing. Where can I find it?

Which QB edition and year version do you have?

jhill7000-gmail-
Level 2

Every tutorial I've found starts setting up Quickbooks using the EasyStep Interview. My software has no such thing. Where can I find it?

Desktop 2020 Pro

Tori B
QuickBooks Team

Every tutorial I've found starts setting up Quickbooks using the EasyStep Interview. My software has no such thing. Where can I find it?

Hey there, @jhill7000-gmail-.

 

Thanks for reaching out to us here in the Community. 

 

Finding the EasyStep Interview is easy as 1,2,3. Follow the steps below to help find it. 

 

1. Open QuickBooks and choose Create New Company

 

 

2. From the QuickBooks Desktop Setup window, choose Detailed Start

 

 

3. Fill in your EasyStep Interview form. 

 

 

That's all there is to it. Let me know if you have further questions or concerns. I'll be here to help you every step of the way. You can always count on us here in the Community to guide you back to business. Take care and have a good one! 

jhill7000-gmail-
Level 2

Every tutorial I've found starts setting up Quickbooks using the EasyStep Interview. My software has no such thing. Where can I find it?

Thanks for your help.  While your screen is different (see attached), if I go to Other Options > Advanced Setup I get the choice for the tutorial. 

Ashley H
QuickBooks Team

Every tutorial I've found starts setting up Quickbooks using the EasyStep Interview. My software has no such thing. Where can I find it?

Thanks for the screenshot, @jhill7000-gmail-.

 

Once you select For Myself (I'm the admin) and press Start setup, then you can follow my colleague's @Tori B steps to get the Detailed Start.

 

If you have any additional questions or concerns, please feel free to let me know by commenting below. Have a great rest of your week!

jhill7000-gmail-
Level 2

Every tutorial I've found starts setting up Quickbooks using the EasyStep Interview. My software has no such thing. Where can I find it?

For those who are looking for solutions, you actually can't do that.  Once you select Admin, then Next.  You enter the first page of the Easy Start Interview and your only option is to click Create Company.  Then you're immediately kicked out to the main page for the company.

 

Maybe I have a wonky version.

kayvee
Level 1

Every tutorial I've found starts setting up Quickbooks using the EasyStep Interview. My software has no such thing. Where can I find it?

I have desktop pro 20 as well...been trying to figure this out cause just like you all the tutorials ive seen start with that setup..anyway..on mine, when you are creating a new business it asks if youre the admin or if youre creating it for someone else (something like that)...you choose for myself..but before clicking anything go down to the bottom where it says other options...change that to "advanced setup" and it will take you right to the interview

KEC-GEC
Level 1

Every tutorial I've found starts setting up Quickbooks using the EasyStep Interview. My software has no such thing. Where can I find it?

I have a similar situation.  I set up and started using the program and found out about the "Interview" after set up. How do I get to this to adjust my company file?

 

MY QB Version is:  Desktop Premier Plus, see attached

KEC-GEC
Level 1

Every tutorial I've found starts setting up Quickbooks using the EasyStep Interview. My software has no such thing. Where can I find it?

Do you know if there's a way to get to the interview after setup to correct the company file?

 

MariaSoledadG
QuickBooks Team

Every tutorial I've found starts setting up Quickbooks using the EasyStep Interview. My software has no such thing. Where can I find it?

Let me provide you with some information on how you can get back to the interview after you've already set up your company, KEC-GEC.

 

Generally, locating the Easy Step Interview is easy when you're still in the process of setting up your company file. You'll want to follow the step provided by @Tori B on this thread.

 

For now, getting back to the Easy Step Interview page after you've set up your company file is unavailable. If there are any changes that you'd like to correct with your setup, I suggest manually changing them directly by going to the setup page. 

 

Furthermore, to know more on how to get started with QuickBooks, read this article for your reference: Get Started With QuickBooks Desktop.

 

Drop your reply below if you need further assistance. I'll be right here to help.

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