Installation & Setup | QuickBooks Enterprise - Developer's Description

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Install, upgrade, and register | QuickBooks Enterprise Suite CA - Table of contents

 

Requires an internet connection. Time accruals: Sick and vacation accrual requirements vary state by state; customers are responsible for ensuring compliance with applicable laws and regulations.

Barcode scanners sold separately; only available in the Advanced Inventory module. Pricing varies depending on the number of employees. Check stock sold separately. Plus sales tax where applicable. Additional fees may apply. Money movement services, such as direct deposit, are provided by Intuit Payments Inc. For more information about Intuit Payments Inc. Direct deposit service is included for W-2 employees with your Payroll subscription.

Additional fees apply for contractors paid by direct deposit. It is not available in Indiana or Wyoming. QuickBooks Pro Plus and Premier Plus support a maximum of 14, employees, customers, vendors and other names combined.

However, performance may slow when processing payroll files containing more than employees. Direct deposit to W-2 employees is included, but additional fees apply for direct deposit to vendors. Eligibility criteria may apply to certain products. When customers no longer have an active, paid subscription, they will not be eligible to receive benefits. Support hours exclude occasional downtime due to system and server maintenance, company events, observed U. Intuit reserves the right to change these hours without notice.

Data recovery: In some cases, including but not limited to the damage being extensive, non-recoverable or involving a large Data File, service can result in longer than average turnaround times. Data Services will contact you with expected completion date. Data backups: Requires initial setup. Entire PC is limited to GB total storage which includes all 45 days of backup you have stored. Data encrypted using AES bit encryption. Requires internet access for backup, restore, and setup changes and comes bundled with Pro Plus, Premier Plus, or Enterprise subscriptions.

Not intended as a file transfer, remote access solution for your QuickBooks file. Hours exclude occasional downtime due to system and server maintenance, company events, observed U. Holidays, and events beyond our control.

Subject to change at any time without notice. E-commerce integration: Requires an active and current version subscription of QuickBooks Pro Plus, Premier Plus or Enterprise and a separate Webgility e-commerce account subscription. E-commerce integration subscription will be billed directly from Webgility. Your Webgility account will automatically be charged the package price on a monthly or annual basis, starting at sign up, until you cancel.

To cancel your e-commerce subscription at any time, log into your Webgility account customer portal or contact Webgility customer success team at customersuccess webgility.

Your cancellation will become effective at the end of the monthly billing period and your subscription will terminate at that time. You will not receive a prorated refund; your access and subscription benefits will continue for the remainder of the billing period.

Cancellation or termination of QuickBooks will not automatically cancel your Webgility subscription. Subject to availability of reliable internet connection. Each unique user requires a license. Each license is sold separately. Some QuickBooks functionality may be limited within the cloud access environment.

The Salesforce CRM connector subscription supports one company file per subscription; limited to one subscription purchased from Intuit. Your account on file will automatically be charged the then current list price on a monthly basis, starting at sign up, until you cancel.

QuickBooks Online Mobile: QuickBooks Online requires a computer with a supported Internet browser see System Requirements for a list of supported browsers and an Internet connection a high-speed connection is recommended. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost.

Product registration required. Connect your bank and credit cards: Online services vary by participating financial institutions or other parties and may be subject to application approval, additional terms, conditions, and fees. Collaborate with your accountant: You can connect up to the following for each product: 1 billable user and 2 accounting firms for QuickBooks Online Simple Start, 3 billable users and 2 accounting firms for QuickBooks Online Essentials, 5 billable users and 2 accounting firms for QuickBooks Online Plus, 25 billable users and 3 accounting firms for QuickBooks Online Advanced.

Accounting firms must connect using QuickBooks Online Accountant. Mileage tracking: Mileage tracking is only available to the master administrator of the QuickBooks Online account. Requires QuickBooks Online mobile application. QuickBooks online services: Online services vary by participating financial institutions or other parties and may be subject to application approval, additional terms, conditions, and fees.

QuickBooks Payments: QuickBooks Payments account subject to eligibility criteria, credit and application approval. Additional terms, conditions and fees apply. Auto-update and reconciliation not available in Self-Employed.

Subject to additional terms, conditions, and fees. Automatic categorization: QuickBooks Online automatically categorizes newly imported transactions under existing categories and will initially require confirmation. Cash flow: Cash flow planning is provided as a courtesy for informational purposes only.

Actual results may vary. Available in QuickBooks Online only. Third party apps: Third party applications available on apps. If you choose the E-File Service, Intuit will e-file your Federal information with the IRS, and then print and mail a copy directly to your contractors; fees apply.

As part of the paid E-File Service, we also give your contractors online access to their s. State filing not included. You should check with your state agency on any state filing requirements. Remote multi-user access: You can connect up to 25 billable users and 3 accounting firms for QuickBooks Online Advanced. Batch invoices and expenses: QuickBooks Online Advanced supports the upload of transaction lines for invoices at one time.

If a unique custom field is duplicated in any of the aforementioned templates, the number of customizable fields will decrease. Premium Apps: Apps may require a third-party subscription. Subject to additional eligibility criteria, terms, conditions, and fees. Terms, conditions, pricing, service, support options, and support team members are subject to change without notice.

QuickBooks Online Advanced Standard Technical Support: Support hours exclude occasional downtime due to system and server maintenance, company events, observed U. Intuit reserves the right to change hours without notice. Instant deposit is an additional service offered by QuickBooks Payments subject to eligibility criteria.

Standard rates apply for ACH, swiped, invoiced, and keyed card transactions. Deposits are sent to the bank account linked to your QuickBooks Debit Card or another eligible debit card in up to 30 minutes. Deposit times may vary for third party delays. We use the average daily balance method to calculate interest on your account. See Deposit Account Agreement for terms and conditions. Envelopes: You can create up to 10 Envelopes.

Money in Envelopes must be moved to the available balance in your primary deposit account before it can be used. Envelopes earn interest as well. Each Envelope will automatically earn interest once created, which will be separately tracked from the primary account and any other Envelope.

The interest will be applied to deposit balances in each individual Envelope at the end of your Billing Cycle. Cash flow planner: Cash flow planning is provided as a courtesy for informational purposes only. QuickBooks Online and QuickBooks Self-Employed system requirements: QuickBooks Online requires a persistent internet connection a high-speed connection is recommended and computer with a supported Internet browser or a mobile phone with a supported operating system see System Requirements and an Internet connection.

Network fees may apply. Simple Start, Essentials and Plus allow up to accounts. QuickBooks Plus includes up to 40 combined tracked classes and tracked locations.

QuickBooks Online Advanced automatic data backup and recovery: QuickBooks Online uses technical and administrative security measures such as, but not limited to, firewalls, encryption techniques, and authentication procedures, among others, to work to maintain the security of your online session and information. QuickBooks app integration: Online services vary by participating financial institutions or other parties and may be subject to application approval, additional terms, conditions, and fees.

For more information see apps. QuickBooks Enterprise list capacity: QuickBooks Enterprise allows you to add up to 1 million names e. Some performance degradation is likely as your lists approach these size thresholds.

Deposits under any of these trade names are deposits with Green Dot Bank and are aggregated for deposit insurance coverage up to the allowable limits. Green Dot is a registered trademark of Green Dot Corporation. All rights reserved. Using QuickBooks Desktop now? Make the move to Online. Learn more. Or call to receive a limited time offer to move your accounting to the cloud with QuickBooks Online.

Interested in more QuickBooks Online accounting solutions? Payroll is fully integrated in QuickBooks so you can quickly pay employees with checks, direct deposit, or both. Plus, you can easily prepare, file, and send W-2s and s.

QuickBooks Desktop is accounting software that you can install on your office desktop computer. QuickBooks Desktop Enterprise is built for mid-sized companies, including manufacturers and other businesses with large inventory needs. You can also customize Enterprise with cloud access, so your team can work with the same data at the same time from wherever they are. QuickBooks Online is our cloud-based subscription service, built for businesses that need flexibility with the freedom to work from any device—anytime, anywhere, with up to 25 users.

You can do it yourself, or get help from a specialist if you have questions. 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. This may be a server that is also actively used as a user workstation. In a peer-to-peer network, this should be the fastest user workstation.

Choose this option if you're installing Enterprise on a server that also serves as a workstation computer, or if you're installing on a terminal server, with software and company data stored on a remote computer. I will not be using QuickBooks on this computer; but I'll be storing our company file on it so the file can be shared over our network. This computer is typically the server. Selecting this option will install the QuickBooks Database Manager only and does not require an additional user license.

Follow the onscreen prompts until installation is complete. Scan Company Files All company files stored on the server must be scanned once to allow access to other QuickBooks users. Click the Add Folder button to browse the server and select folders that contain company files. Note: If you're not sure where Enterprise company files are stored, you can choose to scan your entire hard drive.

Click the Scan button to start the scanning process. When the scan is complete, the QuickBooks Company Files Found box displays all the company files found. Note: If you create a new company file or move your company file to a new location, you may need to repeat the company file scan process.

Monitor your Hard Drives The Database Server Manager monitors any selected drives or folders for company files that are added, removed or renamed on the server. To monitor the computer drives: Click the Monitored Drives tab. Click to select all local drives that you want to monitor. Note: Mapped drives are not displayed and cannot be monitored. Proceed to the Next Step You've finished with your Enterprise installation, now it's time to move on to Step 3: Setup sharing. Provide access to company files Install QuickBooks Desktop Enterprise software on all workstations Set up multi-user hosting.

Install Enterprise software on all workstations Close all running programs, including anti-virus programs. If you receive an error message during installation and rebooting your system doesn't resolve the problem, go to the QuickBooks support site at www. Set up multi-user hosting The computer storing the company file usually a dedicated server should be set up to "host" multi-user access.

To determine whether you should have multi-user hosting enabled, use this guide:. Verify that multi-user hosting is enabled on the server: Start QuickBooks Desktop Enterprise on the server the computer which stores your company files. Go to the File menu and click Utilities Verify that Stop Hosting Multi-Access is displayed in the Utilities menu the option displays "stop" because the service is already running.

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: Click Host Multi-Access to turn the service on. Click Yes when prompted to confirm starting multi-user access. Click Yes when prompted to close and reopen the company file. Register QuickBooks Desktop Enterprise These next steps can easily be performed on the server if it's being used as a workstation e.

To register: Start Enterprise. Go to the Help menu and click Register QuickBooks. Click Begin Registration and follow the onscreen instructions. If web registration isn't successful, you can register Enterprise by phone.

The registration line is available from a. Pacific Standard Time seven days a week.