Welcome to your onboarding experience for QuickBooks Desktop Enterprise Diamond. Here, you’ll find step-by-step instructions to get started with the most powerful and customizable QuickBooks.
For assistance from a QuickBooks expert, call 888-702-5228.
For one-on-one guidance to install QuickBooks Desktop Enterprise, call a specialist at 888-702-5228.
To get started yourself
Below are the steps to install Desktop 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 Desktop 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 Desktop 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
6. Configure QuickBooks Desktop Enterprise Diamond for your business, by adding:
- Vendors, customers, and employees
- Products and services you sell
- Bank accounts
- Payroll information
- Historical transactions
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.
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
- 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
If you are an existing QuickBooks Time 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 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
Training documents:
– How to clock in, switch jobs or customers, and clock out (Mobile)
– How to edit or delete a team member timesheet (Mobile)
– How to view your schedule and clock in to a shift
CREW TEAM MEMBERS
How to clock your crew in, switch jobs or customers, take a break, and clock out
DESKTOP USERS
Training documents:
– How to clock in, switch jobs or customers, and clock out (Computer)
– How to use the who's working window
– How to enter your hours without clocking in
KIOSK TEAM MEMBERS
How to clock in and out via time clock kiosk
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
Call Sales: 1-800-285-4854
