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Introduction - QuickBooks The Missing Manual [Book]
Is there no instructions on how to merge 2 licenses when you own the software discs already? A manual or something I can be sent to? I am happy to do it myself, but I just need to know how to do it, or where to go to find out where to do it. We had ask Support merging some licenses for free. They have to merge it in their own system. Then, you can set up a multi-user network so both computers can work on the same file at the same time.
Feel free to check out the guide for QuickBooks Mac and go to page 23 to learn more about multi-user more. That way, you'll have a reference when setting up your network. Which license do you have?
You are only allowed to purchase additional seat for recent versions i. By clicking "Continue", you will leave the community and be taken to that site instead. Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for. Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. Level 1.
Labels: QuickBooks Desktop for Mac. Reply Join the conversation. Not applicable. You can also go to Company then Users and Passwords. Create an administrative user. Create a user account for each user who will be working with the company file. Level Level 9. QuickBooks Team. If you want to purchase another user license, just follow the steps below: Click Help on the menu. Select Manage My License. Tap Buy Additional User License. Choose the option on how you want to purchase the new license.
Thank you for your reply. I appreciate you for reaching us here in the Community. Here are the steps: Press F2 to open the Product Information window. In the upper left, note the number listed for User Licenses. Repeat for each installation of QuickBooks. New page open, then you have the option to choose either phone or the online option.
Install QuickBooks Desktop on additional computers based on the number of licenses you purchased. Use the same license and product numbers you used to originally install QuickBooks Desktop. Follow the prompts to activate QuickBooks Desktop. Have a good one. Which edition do you want to use? Pro or Premier? How many user license do you need? How do want your CPA accessing your data file? Is the CPA one of your employees or external accountant? Our questions are: If we buy one license with three users, - can we install them in three different computers?
Thank you in advance for assisting us with these questions. To learn more about how this feature works, read through these articles: Accountant's File Transfer Service. It has answers to the most commonly asked questions about using this service.
How to create an Accountant's Copy. It has a complete guide on how to set up, create, and send files through the Accountant's Copy File Service. Feel free to message again if you have additional questions. We're always here to help. Enter a user name or rank. Turn on suggestions. Showing results for. Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. I have a license need to move computers but lost CD.
Level 1. Where can I download Quickbooks for Windows. I have a license need to move computers but lost CD Old computer is having problem. Labels: QuickBooks Desktop. Reply Join the conversation. Best answer December 10, Best Answers. Level 3. Feel free to let me know if you other concerns. Level I have a license need to move computers but lost CD QuickBooks ran on my Windows 10 computer for years until last night when it died and says that I need to re do IE8 for it to work again.
I have a license need to move computers but lost CD Hello gpom, There different ways to locate the license and product numbers. Feel free to let me know if you require additional assistance with this. I have a license need to move computers but lost CD please update the link for this query; it no longer works thanks. QuickBooks Team.
I have a license need to move computers but lost CD Hey there, Lorucle. I have a license need to move computers but lost CD I have a similar situation with my old hard drive dead and retrieving my quickbooks that has my current and quickbooks on the files. Here's how: Open your original version of QuickBooks.
Then, open the company file you want to upgrade. On your keyboard, press F2 to open the Product Information window. See in the File Information section and take note where you saved your company file on your computer. Run the Rebuild Tool for your company file to preps it for the upgrade. Ensure all users are logged out before opening, then follow these steps below: Open your new version of QuickBooks Desktop.
Click the Open or Restore Company. You can also go to the File menu and select Open or Restore Company. Choose Open a company file , then click Next. Browse your computer and locate your company file. Once found, click to open it. Then, log in to your company file as an admin user. QuickBooks will automatically create a backup of your existing company file before you upgrade.
You can also save the backup in a specific folder by clicking the Change this default location. Click Update Now. I have a license need to move computers but lost CD I need help with the installation and registration of my QuickBooks premier accountant edition I have a license need to move computers but lost CD I'd be glad to help you download the version of QuickBooks Desktop, Volunteer I've attached a snip for your reference in this process: After that, make sure to restore the file in between versions to avoid file damage.
Install QuickBooks Desktop in your new computer. Create a backup company file on your original computer. Save the backup file somewhere you can easily find it and give a unique name so it's simply to identify.
Move the backup company file to your new computer. Follow the steps to restore the backup on your new computer. If you use payroll, download the latest tax table after you move your file. Once transferred, let's start to upgrade your company file.
Here's how: Make sure all users are logged out of your company file. Open your new version of QuickBooks Desktop. Go to the File menu and select Open or Restore Company. Click Restore a backup copy and then click Local backup.
Browse your computer for your company file. You wrote down the file location in Step 1. Select it and then click Open. Sign in to your company file as an admin user. Before you upgrade, QuickBooks automatically creates a backup of your existing company file. You can select Change this default location to save the backup in a specific folder. Choose Update Now to start the upgrade. The Nonprofit version of QuickBooks includes features such as a chart of accounts customized for nonprofits, forms and letters targeted to donors and pledges, info about using the program for nonprofits, and the ability to generate Statement of Functional Expenses forms.
The Professional Services version not to be confused with QuickBooks Pro is designed for companies that deliver services to their clients. Unique features include project-costing reports, templates for proposals and invoices, billing rates that you can customize by client or employee, and professional service—specific reports and help. The Retail version is customized to work for retail operations.
It includes specialized menus, reports, forms, and help, as well as a custom chart of accounts. Intuit offers companion products that you can integrate with this edition to support all aspects of your retail operation. For example, QuickBooks Point of Sale tracks sales, customers, and inventory as you ring up sales, and it shoots the information over to your QuickBooks company file.
But if bookkeeping and accounting are unfamiliar territory, some background training QuickBooks Training may help you use QuickBooks better and more easily without calling your accountant for help five times a day. To contact the school, visit www. Double-entry accounting is the standard method for tracking where your money comes from and where it goes.
For example, as shown in Table I-1, when you sell something to a customer, the money on your invoice comes in as income and goes into your Accounts Receivable account. Then, when you deposit the payment, the money comes out of the Accounts Receivable account and goes into your checking account. See Chapter 16 for more about double-entry accounting and journal entries. Each side of a double-entry transaction is either a debit or a credit. As you can see in Table I-1, when you sell products or services, you credit your income account since your income increases when you sell something , but debit the Accounts Receivable account because selling something also increases how much customers owe you.
Chart of accounts. In bookkeeping, an account is a place to store money, just like your checking account is a place to store your ready cash. The difference is that you need an account for each kind of income, expense, asset, and liability you have. See Chapter 3 to learn about all the different types of accounts you might use. Cash vs. Cash and accrual are the two different ways companies can document how much they make and spend.
The accrual method, on the other hand, follows something known as the matching principle , which matches revenue with the corresponding expenses.
This approach keeps income and expenses linked to the period in which they happened, no matter when cash comes in or goes out. The advantage of this method is that it provides a better picture of profitability because income and its corresponding expenses appear in the same period. For example, if you pay employees in January for work they did in December, those wages are part of the previous fiscal year.
Financial reports. You need three reports to evaluate the health of your company described in detail in Chapter 17 :. This QuickBooks report gets its name from the difference between the income and expenses, which results in your profit or loss for that period. The balance sheet is a snapshot of how much you own and how much you owe. Assets are things you own that have value, such as buildings, equipment, and brand names.
Liabilities are the money you owe to others like money you borrowed to buy one of your assets, say. The difference between your assets and liabilities is the equity in the company—like the equity you have in your house when the house is worth more than you owe on the mortgage. The statement of cash flows tells you how much hard cash you have. You might think that a profit and loss report would tell you that, but noncash transactions—such as depreciation—prevent it from doing so.
The statement of cash flows removes all noncash transactions and shows the money generated or spent operating the company, investing in the company, or financing. These days, QuickBooks Help gives more in the way of accounting background and troubleshooting tips than it used to, although useful examples are still in short supply.
The problem is finding the topics you want. This book takes the place of the manual that should have accompanied QuickBooks It applies to the U. Windows version of QuickBooks Pro and Premier.
Versions for other countries differ from the U. After that, go ahead and jump from topic to topic depending on the bookkeeping task at hand. All the features in QuickBooks Pro—and in this book—are also in Premier. To keep you productive, this book also includes evaluations of features to help you figure out which ones are useful and when to use them.
QuickBooks The Missing Manual is designed to accommodate readers at every technical level. The primary discussions are written for people with advanced-beginner or intermediate QuickBooks skills. These chapters cover creating and managing a company file; setting up accounts, customers, jobs, invoice items, and other lists; and managing QuickBooks files.
These chapters describe how to track time and expenses, pay for things you buy, bill customers, manage the money that customers owe you, pay for expenses, run payroll, manage your bank accounts, and perform other bookkeeping tasks. Part Three delves into the features that can help you make your company a success—or even more successful than it already is. Part Four helps you take your copy of the program to the next level. Part Five provides a guide to installing and upgrading QuickBooks and a reference to helpful resources.
You can find three bonus appendixes online at www.
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