QuickBooks Desktop Initial Setup

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 »
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 »
Paula Byrd
IRS Registered e-File Provider / Tax Preparer & Consultant at a consultancy with self employed
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. View full review »
Find out what your peers are saying about IBM Maximo vs. QuickBooks Desktop and other solutions. Updated: November 2019.
383,725 professionals have used our research since 2012.
Moses Wambugu
GUIDER at a tech services company
The team did it in a simple way. View full review »
Find out what your peers are saying about IBM Maximo vs. QuickBooks Desktop and other solutions. Updated: November 2019.
383,725 professionals have used our research since 2012.
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