Set up QuickBooks Enterprise Diamond

Welcome to your onboarding experience for QuickBooks Enterprise Diamond. Here, you’ll find step-by-step instructions to get started with the most powerful and customizable QuickBooks. 

For 24/7, assistance from a QuickBooks expert, call 888-702-5228.

Guided Installation

For one-on-one guidance to install QuickBooks Enterprise, call a specialist at 888-702-5228.

To get started yourself

Below are the steps to install Enterprise Diamond. (You can also reference detailed instructions in our installation guide.)

1. Prep and test your network

  • Work with your business’s systems/network administrator and financial professional or office manager
  • Back up your previous accounting system
  • Test your network’s bandwidth
  • Check your firewalls, AV settings, and system requirements



2. Install QuickBooks Enterprise Diamond

  • Choose the “Express” or “Custom and Network” option, or
  • Install on a Linux file server if you use one
  • Configure the Database Server Manager
  • Scan your company files if you have them



3. Set up your company file and import existing data

  • Make sure to work with a financial professional or admin who understands your company’s financial needs
  • Activate QuickBooks
  • Create a company file from scratch, or
  • Convert from Quicken or Peachtree



4. Set up sharing between users

  • Ask your network administrator for help providing access
  • Install Enterprise on all workstations
  • Set up multi-user hosting (if applicable)


5. Create users and set up their roles, with distinct user access levels like:

  • View only
  • Modify
  • Delete
  • Print

6. Configure QuickBooks Enterprise Diamond for your business, by adding:

Next: Set up Assisted Payroll

Guided setup

For one-on-one guidance to set up Assisted Payroll and to run your first payroll, call a specialist at 888-702-5228.

To get started yourself


Below are the steps to set up Assisted Payroll. (You can also reference detailed instructions in Get started with Payroll and our Assisted Payroll sign-up guide.)

1. Gather information about your bank, employees, and taxes

Reference your previous payroll provider, your own records, your accountant, or from federal and state agencies.

  • Company bank account for direct deposit, or electronic tax payments
  • Benefits, employee compensation, and other additions and deductions
  • Employee information including pay rate and sick/vacation time balances
  • Employee direct deposit information
  • Your business’s tax information
  • Prior payroll information for this year
  • Liability information for this year
  • Federal 941 form for each quarter you’ve filed this year
  • State agency quarterly forms for each quarter you’ve filed this year

2. Sign up for Assisted Payroll using the Payroll Setup Wizard

3. Complete your online application

  • Verify existing QuickBooks information
  • Complete payroll-specific forms in the Welcome Packet

4. Follow the prompts in the Payroll Setup Wizard to set up your company file

5. Set up your employees’ W4 information, payroll items, and benefits

6. Add federal and state tax information

7. Enter your year-to-date payroll history and tax payments from this year, if applicable

8. Review your payroll data and reconcile your payroll tax forms to your payroll data

To complete this step and activate your service, call a specialist at 888-702-5228.

9. Run your first payroll

For help with this step, call a specialist at 888-702-5228.

  • Verify employees’ pay terms and dates
  • Set up pay schedule
  • Review payroll and tax liability reports
  • Enter employees’ hours
  • Choose direct deposit or paper check payment

10. Collect tax information by the end of your first quarter

Once you’re set up, you can start adding the following required information as soon as you have it:

  • Verify employees’ pay terms and dates
  • Set up pay schedule
  • Review payroll and tax liability reports
  • Enter employees’ hours
  • Choose direct deposit or paper check payment
Next: Set up QuickBooks Time Elite

Guided Installation

If you are an existing QuickBooks Time (formerly TSheets) customer or want one-on-one guidance to set up QuickBooks Time Elite and track projects, call a specialist at 888-702-5228.


To get started yourself



New QuickBooks Time customers only. If you are an existing QuickBooks Time (formerly TSheets) customer, call a specialist to get set up. Below are the steps to set up QuickBooks Time. (You can also reference detailed instructions in our QuickBooks Time Getting Started Guide.)

1. Activate your QuickBooks Time Elite account

In QuickBooks, click “activate QuickBooks Time Elite” and select “Add a new company to QuickBooks Time.” Enter the company name, email, and password information.

2. Integrate payroll and accounting software

You can export your team members’ worked hours seamlessly for payroll, invoicing, and more. Some integrations will help with your QuickBooks Time account setup by importing information like team members and customers.

3. Set up and manage your QuickBooks Time Elite account

Complete the guided setup, which includes:


  • Adding employees
  • Adding groups and managers
  • Adding jobs or customers (more info)
  • Updating company settings
  • Tracking projects


Check out more info on how to Integrate QuickBooks Time with payroll, invoicing, and job costing.

4. Onboard your team

Choose from the following training options to best fit your company’s needs:


MOBILE TEAM MEMBERS


CREW TEAM MEMBERS

DESKTOP USERS

KIOSK TEAM MEMBERS


5. Start using QuickBooks Time Elite

You and your employees are ready to start using QuickBooks Time Elite to do any and all of the following:

  • Track hours and locations on any device
  • Scheduling
  • Submit and approve hours
  • Run reports
Next: Set up optional Salesforce CRM connector

Guided setup

Setting up the Salesforce CRM connector requires a phone call and cannot be set up on your own. If you’ve added the Salesforce CRM connector, here’s what to do next:

1. Call your account team

To get started, call 888-702-5228 and schedule your 1-hour appointment. During this appointment, your account team will need this information about your QuickBooks and Salesforce setup:

  • Salesforce edition in use
  • Required permissions for creating a Salesforce sandbox instance
  • Previous integration between Salesforce and QuickBooks
  • Your business goals, to align to the integration

2. Connect with the implementation expert

During your setup appointment, the expert will cover the following topics:


  • Customization needs
  • Set-up package options
  • A complete statement of work
  • Your onboarding plan