Installing QuickBooks Pro and Premier...3 Registering QuickBooks...8 Creating a Company Data File...13 Copyright All rights reserved of their respective owners and their works. No part of this publication may be reproduced or transmitted in any form, by any means (electronic, photocopy, recording or otherwise) without prior written permission of Advanteach Learning Lap Disclaimer This publication contains information in summary form for dynamic matters and reflects legislation, policies and practices that are subject to change. It is therefore intended for general guidance only and not as a substitute for detailed research or professional judgment relating to any situation. Although the materials in this publication have been carefully prepared, the publisher is not responsible for any errors due to inaccurate or incorrect data or information. The publisher does not accept any legal responsibility for the contents of this publication or for any consequences, including direct or indirect liability, arising from its use. Where accounting or other expert assistance is required, the service of a competent professional person should be sought. Suitable for: QuickBooks Canadian versions: 2013, 2012 R011212 1
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Installing QuickBooks Pro and Premier 1. Start the Installation Wizard From a CD: Insert the QuickBooks CD into the CD-ROM drive. Tip: If the installation does not start automatically: a. Right-click the Windows Start button and select Explore. b. Browse to your CD-ROM drive in the left pane of the window and click it to view the contents of the CD. c. Double-click the Setup (or Setup.exe) file in the right pane of the window to begin the installation. 2. Close any other open programs, especially virus protection programs, on the computer and click Next. 3. Read the terms of the Software License Agreement. If you agree, select I accept the terms of the license agreement and click Next. R011212 3
4. Select the type of installation: o Select Express if you want to let the installer to make the recommended choices for you. o Select Custom and Network options if you will use QuickBooks to share data with other users at the same time on a network, or if you want to change the location where QuickBooks will be installed. The following is based on the Custom and Network options. 5. Choose the installation option for this computer: o Select I'll be using QuickBooks on this computer if you are installing on a computer (workstation) that will be used for running QuickBooks but will not store the company file. o Select I'll be using QuickBooks on this computer, AND I'll be storing our company file here so it can be shared over our network if this computer will be running QuickBooks and will locally store the company file (which can be shared with others on a network) most common. o Select I will NOT be using QuickBooks on this computer. I will be storing our company file here so it can be shared over network. (A license is not required for this option.) if no one will be using QuickBooks on this computer but it will be used as a file server to share the company file over the network with one or more workstations that have QuickBooks installed. R011212 4
6. Enter the License Number and Product Number Note: QuickBooks now uses a license number and product number to install the product. This terminology replaces what was formerly known as an "installation key code or IKC. 7. Select an installation folder and decide if you want to upgrade an earlier version of QuickBooks : o Select Change the install location only if you want to choose a different installation folder from the one shown. o Select Replace the version selected below with the version I m installing now only if you want this version of QuickBooks to replace an earlier one. (Do NOT choose this option if you want to add this version of QuickBooks along with the other versions you already have). R011212 5
8. That's it! Click Install to continue, or click Back if you need to go back and review any of the prior screens. 9. Click Finish after the installation is complete. You are ready to begin using QuickBooks. By default, the checkboxes Open QuickBooks and Help me get started will be selected. Modify these options if you like, then click Finish. R011212 6
10. For QuickBooks Premier only. When you run QuickBooks Premier for the first time after installation, it will ask you to select your Industry Type. If you are not sure, choose Premier General Business Edition (you can change later within QuickBooks ). Click Next then Finish 11. (Optional) Software update via internet connection Click Yes and an update progressing screen will appear and close automatically after update is completed. You can also click No and update later within QuickBooks itself. R011212 7
Registering QuickBooks Launch QuickBooks If you have not yet registered QuickBooks, the Register QuickBooks window appears If you had earlier selected Remind Me Later, you can open the Register QuickBooks window again by going to Help Register QuickBooks Click Begin Registration Wait R011212 8
SITUATION 1 WITH INTERNET CONNECTION Product Registration window appears Fill in form details, click Next and follow the onscreen instructions R011212 9
SITUATION 2 NO INTERNET CONNECTION Internet Connection Setup screen appears Click CANCEL Register by Phone screen appears Key in Validation Code, Customer Number, and click Next 123456 123456789 NOTES: 1. How do you get your Validation Code and Customer Number? Call Intuit Canada Support Center at 1-888-333-8580 or 1-877-772-9158 (between 8 a.m. to 11 a.m., Monday to Friday, Singapore time). 2. You can also access the manual registration window directly as follows: a. Go to the Help About QuickBooks b. Press CTRL+R+P [R=Registration / P=Phone] R011212 10
Once registered, confirmation screen appears Click Finish NOTE: To check your software registration status anytime, go to Help My License Information R011212 11
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Creating a Company Data File QuickBooks has designed an Express interview for setting up a company file. With QuickBooks opened, either click on the Create a new Company icon or go to the top drop-down list menu and select File New Company. Choose Express Start Click Help me choose and select Other/None for Industry Click drop-down arrow and choose Other/None for Company Type Click Continue IMPORTANT: Choose Other for Country and leave Province blank IMPORTANT: Select Preview Your Settings before creating company file R011212 13
No action required No action required IMPORTANT: If you would like to store your company file at a location other than the default location, select Change Location to browse to the specific location. For example, you may create a folder called QuickBooks Data in you C: drive Click OK R011212 14
Now, you can click Create Company File NOTE: A QuickBooks company file called <Company Name>.QBW will be created in the location that you specified earlier, e.g., C:\QuickBooks Data Click Start Working R011212 15