QuickBooks Initial Setup
I don't know about the initial deployment since I wasn't involved in any of its setup phases.
The initial setup was straightforward but there were some issues with setting up the chart of accounts. The way it's set up does not make much sense. There is not a lot of ability to import and create data from data elements from importing. It is all manual.
View full review »The initial setup was easy.
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QuickBooks
April 2024
Learn what your peers think about QuickBooks. Get advice and tips from experienced pros sharing their opinions. Updated: April 2024.
768,740 professionals have used our research since 2012.
The initial setup is pretty straightforward. The deployment takes about two to ten hours to complete. The accounting software for the POS system is offline. However, the accounting software for the rest of your business can be either offline or online. The online version of QuickBooks is more expensive but offers more features and flexibility. The accounting software QuickBooks can be deployed within an hour or two on a physical server. However, if you are deploying it to the cloud, whether public or private, it may take two to five hours.
View full review »MR
Max Rubin
CFO at Make The Switch
The initial setup mostly depends on the type of your business. For me, the switch from QuickBooks Desktop to the Online version took probably a week.
On average it takes one to three people to set up and maintain.
KI
Kirit I. Desai
Consultant
The setup is straightforward if you're familiar with accounting software. It takes about two to four hours to set up if you know the process. You provide information about the type of business you're running and your business profile. From there, they offer suggestions and load a chart of accounts tailored to your needs. It's a user-friendly setup process. If you're unfamiliar with accounting software, it may take you a couple of days to set up. It takes only one person f=to set up the solution.
View full review »The initial setup was easy.
View full review »The initial setup was straightforward.
View full review »QuickBooks Desktop has more requirements, such as storage space and hardware. It makes it a little bit more complicated.
I rate the initial setup of QuickBooks Desktop a seven out of ten.
View full review »AV
reviewer2055111
Head of Finance and Business Intelligence at a tech services company with 11-50 employees
The implementation process is very, very straightforward. It is very easy to get set up. They give you everything you need right out of the box, and you can start using it immediately. There are some customizations required, however, they're not very extensive. It works; it just can be customized to improve how it works.
The deployment itself took less than a month.
You only really need one person for the deployment and maintenance of the solution.
View full review »PB
Paula Byrd
IRS Registered e-File Provider / Tax Preparer & Consultant at Paula Byrd Tax Services
This initial setup can be complex, depending on details for invoicing, inventory, budgeting, or job costing that the client requires. It must be completely set up before use to ensure all of the data posts correctly and pulls into customized reports correctly. It is much harder to correct the transactions after the fact.
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R. Michael O'Hanlan
QuickBooks ProAdvisor at a consultancy
I set it up myself. I'm trained as an accountant, my education is in accounting. The umbrella company to QuickBooks is called Intuit, and it's a very apt name because QuickBooks, especially if you have an accounting background, is very intuitive. And even if you don't have an accounting background, it makes it easy for non-accountants to put in their data.
Case in point: When you're working with customers who owe you money and vendors to whom you owe money, the screens are similar, it's just they do the "dark and mysterious" double entries behind the screen. So all you're seeing is "I'm entering a bill to pay," or "I'm entering an invoice to send to somebody," and then when you start exploring the company, and the more you know about accounting, you see the genius of how it's set up.
View full review »LS
LisaSwan
President
The installation is easy and straightforward. The automated software setup will prompt you to select an industry type and walk you through the setup. Some companies will find value in using a QuickBooks ProAdvisor to provide additional setup for their company.
View full review »PK
reviewer1240125
Managing Partner at a tech services company with 1-10 employees
It was straightforward.
View full review »MW
Moses Wambugu
GUIDER at ONLINE TRAINING AND EARNINGS
The team did it in a simple way.
View full review »Initial setup is very straightforward. If you do not know anything about computers, you may need help. They can always help you if you call them and ask.
View full review »Buyer's Guide
QuickBooks
April 2024
Learn what your peers think about QuickBooks. Get advice and tips from experienced pros sharing their opinions. Updated: April 2024.
768,740 professionals have used our research since 2012.