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How to Setup the QuickBooks Desktop for the First Time

QuickBooks Online attempts to replace QuickBooks Desktop in a smooth manner. It intends to offer seamless product updates as well as infinite upgrade cycles. All of this comes at a low monthly rate, making it ideal for small enterprises. The following instruction will assist you in getting started with QuickBooks Online without having to rely on other specialists.

Working with QuickBooks Setup for the first time might be intimidating, as it is with any program with a big feature set. This tutorial will walk you through the QuickBooks Setup process. So, continue reading to get insights and comprehend the QuickBooks Setup procedures.QuickBooks is the world’s most popular and sought-after accounting software. To begin using it, various actions must be taken. In this tutorial, we will go through how to set up Quickbooks Desktop for the first time.

The steps to set up QuickBooks Desktop for the first time are as follows

Step 1: Sign up for QuickBooks desktop

You may register for the QuickBooks desktop in as little as one minute. After a free trial, you can pick any of the QuickBooks packages.

Step 2: Customize your Accounts & Company Preferences 

  • A To-Do List may be displayed on the QuickBooks Dashboard. After logging in for the first time, you will see a number of tutorials that can help you set up different features of your new account. Following that, you should determine your company’s alternatives to help you proceed with QuickBooks.
  • Click the ‘Company tab’ and then “Preferences” from the top menu. Fill out or ‘Edit your company’s contact data’ and customize the account settings as desired .If you do not choose to modify these settings, the version will not pressurize or compel you to do so.

Step 3: Import Business Data to QuickBooks Desktop for the First Time Setup

This latest QuickBooks version makes it simple to import data. There would be no need for manual transfers or installations. This program will assist you with data import, bank account transactions, customer data from Excel, and your Excel chart of accounts.

To begin, navigate to the ‘Company tab’ and select ‘More’ and ‘Import Data’ from the drop-down menu.

  • You will be offered many options for uploading the file, and you may choose the one that best meets your needs. Furthermore, adding your client or vendor list is simple with this new program.
  • Customer or vendor data, products, and services from Excel, charts of accounts from Excel, bank transactions, and QuickBooks desktop company data are all examples of business data you may import into QuickBooks. You may also encounter some issues during importing, but they are quickly resolved.
  • During this process, you may notice that QuickBooks causes you to over-categorize some of your businesses, but this will help you keep your business more organized.

Step 4: Integrate QuickBooks and your bank accounts

  • First, click the ‘Banking tab’ at the top of the screen to link QuickBooks to your bank account. Then select ‘Download Transactions’.
  • Following that, a pop-up window will open in which you must enter the ‘Bank details that you want to sync with the program.
  • Following that, a pop-up window will open in which you must ‘Fill in your bank data’ that you want to sync with the program. After a few moments, your account will be connected with the program, and all of your bank transactions will be imported.
  • Finally, you may associate your ‘Customer and vendor names’ with each of them.

Step 5: Sync your company’s credit cards

Following the bank account, it is time to sync your credit card accounts. Once you’ve ‘Synced your credit card accounts,’ double-check that your credit card information is displayed in QuickBooks. This will prevent you from manually entering data.

To sync your credit cards, go to the ‘Banking tab’ on the top menu bar, then pick ‘More’ and then ‘Register’ from the drop-down menu. Enter your bank account information and select the ‘Credit Card Option’ from the pop-up menu that displays. When you click, QuickBooks will start a credit card setup wizard that will assist you with syncing your cards in a few simple steps.

Step 6: Customize your invoices using Company Banking

  • Not to add, a reputable firm usually has attractive and well-maintained bills, which readily wow consumers. Only by ‘Customizing QuickBooks invoice’ with the company logo and branding can this be accomplished.
  • As a user, you’ll be relieved to know that QuickBooks enables ‘customizable invoices’ and is eager to do so. ‘Style, color, font, layout, and size’ are all editable. However, it should be noted that extensive invoice customization is only available to ‘QuickBooks Plus members’.
  • Click on the ‘Customers tab‘ to open the customization menu, and pick ‘Create Invoices‘. Choose your preferred invoice template from the drop-down menu and customize it. 
  • Change the design and layout. Look for the ‘utilize Logo Checkbox’ and make sure your logo is not cropped when you utilize it in the invoice.

Step 7: Sync your contacts with QuickBooks

  •  Import your contact information into QuickBooks.
  • QuickBooks guarantees that you are prepared for everything by making it simple to import contacts.
  • Click ‘Company > More> Import Data’ and then choose ‘Customers or Vendors’ (depending on whose data you wish to import).
  • ‘Customer and vendor data’ can be submitted as an ‘Excel or CSV file’. After the file is imported, QuickBooks will automatically extract the data.
  • However, QuickBooks makes certain mistakes when transferring the data. Once you have completed all of the data accurately, you may ‘Continue and examine’ the data.


By following all of the above-mentioned procedures and recommendations, you can quickly become a QuickBooks expert and effortlessly set up a QuickBooks desktop for the first time. If you have any questions or concerns, please refer them to our specialists. Our QuickBooks Support representatives will quickly assist you with installing, updating, or troubleshooting your QuickBooks software.