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Visit the Account Management Page. QuickBooksHelp Intuit. Learn how to download QuickBooks Desktop. If you don't know what version you use, see Not sure what version you use?

Select Download. Questions about downloading How do I find my license and product numbers? When you install QuickBooks, you'll need to enter your license and product number. Don't know them yet?

Then proceed with the steps below, which will instruct you when to open the file. Configuring the Database Server Manager is not necessary on user workstations. Perform these steps only on the server or the computer on which you will store the QuickBooks Desktop Enterprise company file.

After installing Enterprise on the server, you need to configure the QuickBooks Database Server Manager to ensure users can access the company files stored on the server. The Database Server Manager also allows you to check the status of the QuickBooks Database Server service the program that runs in the background and allows other workstations to access the company file , see which users are currently accessing the company file and check for recent Database Server Manager software updates.

All company files stored on the server must be scanned once to allow access to other QuickBooks users. If you do not have a company file, return to this section after creating one in Step 3. The Database Server Manager monitors any selected drives or folders for company files that are added, removed or renamed on the server. This allows other computers to access them. You've finished with your Enterprise installation, now it's time to move on to Step 3: Setup sharing.

Consult with your network administrator to learn about sharing folders and providing sufficient access. The computer storing the company file usually a dedicated server should be set up to "host" multi-user access. In a multi-user environment, only one computer can host multi-user access. On all other installations of the software, multi-user hosting should be turned off to avoid conflicts. If you've installed just the QuickBooks Database Server Manager on a file server, there's no need to enable multi-user hosting on the server.

However, you must make sure that all user workstations have multi-user hosting disabled. Workstation which has Enterprise installed and which stores the company file peer-to-peer environment.

If Host Multi-User Access is displayed in the Utilities menu, the computer is not currently the host for the company files and you'll need to follow the steps below:. Make sure that your user workstations have multi-user access turned off. Follow the procedure above on each computer which will be used for Enterprise. These next steps can easily be performed on the server if it's being used as a workstation e.

If only the Enterprise Database Server Manager is installed on the server, perform these steps on a user workstation. To perform these steps, you'll need a financial professional or office manager who understands the company's financial needs, can set up a company file, knows which users should access the company file, and knows what areas of QuickBooks those users will need to access.

You'll need to have QuickBooks administrator privileges. After installing Enterprise, you can use it for 30 days without registering. After that, you must register Enterprise on every computer on which it is installed. Registration allows you to take advantage of the many valuable benefits that come with your software, including access to technical support. Note: If you move your installation from one computer to another, you'll need to re-register Enterprise on the new computer.

The first thing you need to do in QuickBooks is create a company file for your business. The company file is the file which stores all of your QuickBooks data. The steps to create a company file differ depending upon whether you are starting from scratch or converting financial data files from another software package.

Note that if you are converting data from another software package, you should double-check your company file thoroughly after the conversion to ascertain whether all of your financial information was imported to Enterprise. Starting from Scratch. Converting from Quicken. Converting from Peachtree. Note: To fine-tune your setup process, click Guided Start. This will help you customize QuickBooks to better suit your needs. You can easily turn on the features you need and turn off those you don't.

Note: You cannot create a new QuickBooks company file then import your Quicken data into it. You must install QuickBooks before running this tool. If you just created your company file, you'll need to scan it as described in Step 2. Then follow these steps to scan your company file. Depending on your business, you may have a few more steps to complete.

Please review this information to make sure your company file is properly set up and your data is complete. After creating your company file, QuickBooks Setup will walk you through how to add critical information, such as:.

Use this feature to complete common startup tasks like creating invoices, entering sales receipts and bills and writing checks. You can also view customer and vendor account balances. During the Setup process, QuickBooks created a chart of accounts based on your type of business. Now is a good time to review it and make sure it accurately reflects the accounts you need to run your business.

You can easily change account names and edit, delete or add accounts as needed. For example, you may want to add a business-related bank, credit card or loan account. If you'd like your reports to include past information, you'll need to enter it. Select a date in the past as your start date. Then enter past transactions from the start date to today. Enter historical transactions in chronological order within transaction type. QuickBooks won't know how to apply a payment unless you've previously recorded the customer invoice.

Note: Entering historical transactions is especially important if customers don't pay you at the time they receive goods or services. If you don't enter historical transactions, QuickBooks can't help you track and collect late customer payments for those past transactions.

If you subscribe to a QuickBooks payroll service, you'll be asked to add year-to-date payroll information during payroll setup. If you fail to provide this information, your payroll tax information may not be accurate. Refer to the in-product Help for step-by-step instructions on how to enter these transactions to make your account registers accurate. After you've created your company file, you might have to make a few adjustments regarding your start date.

Depending on your company, you may need to:. For step-by-step instructions on how to enter these optional adjustments, refer to the Help feature within QuickBooks Desktop Enterprise. Check with your accountant if you're not sure whether you need to enter these optional adjustments.

Enterprise can create a backup file, which is a compressed version of your QuickBooks company file containing all transactions through the date the company backup was made. A backup file insures against accidental data loss and can be used to restore your data. QuickBooks backups have a. The best way to back up your company file is to utilize the online backup service that comes as a complimentary part of an active subscription. This stores your backup file safely offsite.

Alternatively, you can manually back up your company file: Go to the File menu and click Create Backup. Select a safe location for your file, ideally on a separate computer or server. To restore your backup, go to the File menu and click Open or Restore Company.

To learn more about backing up your company file, refer to the Help feature within QuickBooks Desktop Enterprise. QuickBooks Desktop Enterprise lets you apply user permissions to different activities by assigning distinct user-access levels including view-only, create, modify, delete and print. You can also restrict access to specific lists and report groups based on user roles.

Your QuickBooks Desktop Enterprise application also comes with many predefined roles, with preset access to certain activities, lists or reports. You can use any of the pre-defined roles, customize them to suit your needs or create your own. All users must be assigned a role. We've collected a variety of resources to help you to learn the basics of QuickBooks Desktop Enterprise.

Productivity Tools. Training Videos. Enterprise Support. Terms and conditions, features, support, pricing, and service options subject to change without notice. QuickBooks Enterprise. Advanced Inventory. Advanced Pricing. Industry Solutions.

Case Studies. Get Support. Free Trial. Running Enterprise for the first time? Follow these steps to install the software and get started. Getting started guide. Who you'll need before starting Back up your previous accounting system Choose an option for setting up your network Test your network bandwidth Check firewall and AV settings Check system requirements Check compatibility requirements.

A financial professional or office manager who understands the company's financial needs, can set up a company file, knows which users should access the company file, and knows what areas of QuickBooks those users will need to access. Back up your previous accounting system You should back up your financial records from your previous accounting system before installing Enterprise. Note: The IRS requires you to keep this information for 10 years. Choose an option for setting up your network Your network can be set up one of three ways.

Peer-to-Peer Option One workstation stores the company file. Remote Desktop Services Option One workstation stores the company file. Test your network bandwidth Note: Testing network bandwidth is required for a multi-user environment; for a single workstation installation in which no file-sharing is required, testing is not necessary. To make sure your network connection is fast enough to run Enterprise, perform the following procedure on each computer on which the software will be installed: Choose a large data file for testing.

Note the size of your test file in megabytes MB. Copy your test file from a network location to the computer and not the time it takes in seconds to copy. Check firewall and AV settings If firewall software is running while you install QuickBooks, you may be prompted to allow QuickBooks components to have access to the network.

Proceed to the Next Step You've finished preparing for your installation and testing your network, now it's time to move on to Step 2: Install Enterprise. Install QuickBooks Desktop Enterprise software on the server Close all running programs, including anti-virus programs. Double-click on the file you've just downloaded.

Note: if you ordered the optional backup CD, you can also install from that; however, we recommend installing from the download in order to make sure you have the latest version.

Follow the onscreen prompts until you reach the Choose Installation Type window. Choose the option you want to install: Choose Express to let the installer automatically make the best choice; or Select the Custom and Network option to customize installation and location. You'll be asked to select one of the following three options for how QuickBooks will be installed. Note that the option you choose is likely to change depending up on whether you're installing on a server, terminal, or workstation.

I'll be using QuickBooks on this computer , but the company file will be located on a different computer. I'll be using QuickBooks on this computer and storing our company file here so it can be shared over our network.