How to Install QuickBooks Desktop on Your Computer?

by James Antonio

QuickBooks has become a very commonly famous name nowadays. The very first name pops in your mind when it comes to record maintenance, bookkeeping or managing finance. This QuickBooks also comes in two variations which entails QuickBooks Desktop and QuickBooks Online. Today, we will talk about the more basic idea of accounting which means QuickBooks Desktop. It is known to be the best for traditional and complex accounting. Learn how to Install QuickBooks Desktop on Your Computer.

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Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

QuickBooks Desktop is a program that can be locally-installed and considered to be a top choice among small and big businesses and accountants. QuickBooks Desktop products also have three variations:

The main difference between the three is that their type is designed as per the capacity. For example QuickBooks Pro is mostly best suited for small businesses, QuickBooks Desktop Premier is for medium scale businesses. The Enterprise version is recommended for large businesses. As such, each plan progresses in terms of available users and features.

Each desktop version of QuickBooks is laced with incredible accounting tools and extensive features. These may include expense tracking, budgeting, and job costing, more than 240 integrations, and positive customer reviews. Following are the advantage listed for the QuickBooks Desktop:

  • Strong features
  • Traditional accounting
  • Advanced reporting
  • Potentially more secure
  • 240+ integrations

Steps to Install QuickBooks Desktop on Your Computer

Step 1: Preparation for the Software Install

The very first step is to ensure that your computer is compatible as per the given system requirements.
The next step is to download your version of QuickBooks Desktop, if you have not done it already. Then you need to Save the file somewhere so you can easily locate it (like your Windows desktop).

You should have your product and license number handy at the time of requirement. You can find this information about license and product details in the original purchase email sent by the retail store. Other places you can look for this are:

  • Label in the Original Package
  • Customer Account Management Portal

If you lost the license or product number, you can recover them as well.

Step 2: Installation of QuickBooks Desktop

  • The first step is to open the file named QuickBooks.exe.
  • Then you should follow the onscreen instructions which will be prompted to you.
  • Then you should accept the software license agreement and select the Next button.
  • Finally, you need to enter your Product and License numbers and hit the Next tab again.

Step 3: Choose Which Install Version is Right for Your Business

When you install QuickBooks you have 2 options to choose from. You can also do the express install, or choose to go for custom and network.

Express install is recommended if you’re:

  • A first-time user.
  • Reinstalling QuickBooks.
  • Then you are all set to use QuickBooks on one computer (not as part of a network of computers).
  • Select Express and then Next.
  • Select Install.
  • When it finishes, select Open QuickBooks.
  • Custom and Network install.

Custom install is recommended if you’re:

  • You should install and save the QuickBooks backup as well in a folder other than the default location (such as on a server).
  • Next thing to do is to host your company files on a server.
  • You should be setting up a multi-user network.
  • Then you need to select Custom and Network Options and then hit the Next button.
  • Choose the option that describes how you’ll be using QuickBooks.
  • On the next screen, you should select to change the install location.
  • Once done with the above mentioned, you need to select the Browse tab to decide where to put your QuickBooks folder.
  • After this, you should select the Next tab to initiate the install.
  • When it gets finished, you should select Open QuickBooks.

Step 4: Activation of QuickBooks Desktop

After the program installation is done, QuickBooks will ask you to activate and update it. Here is the prescribed process for the same:

Word of advice: You should activate it before you start the launch. QuickBooks will prompt you to activate. In case you missed it, then you can also activate it manually with these steps to activate QuickBooks.

  • Open the QuickBooks program.
  • Go to the Help menu and select the Activate tab action for activating the QuickBooks Desktop.
  • After this, you need to follow the steps on the screen to verify your information.

After you finish these above mentioned steps, QuickBooks gets activated and you’re all ready to go.

How to Set up a QuickBooks Desktop for the First Time?

The first time steps following can be very nauseating. Do not worry, we got you the perfect knowledge base guide for the same. Here are the steps mentioned that will enable you to setup QuickBooks desktop for the first time:

Step 1: Is to register for the QuickBooks program.

Step 2: Then you should customize your Company Preferences as well as the Account Settings.

Step 3: Import Business Data to QuickBooks.

Step 4: Also you should sync QuickBooks with your Bank Accounts.

Step 5: Sync your Business credit cards.

How to Install QuickBooks on my Computer Without a CD Drive?

3 Ways to install QuickBooks without a CD drive:

  • The first way is to directly download the QuickBooks from an internet connection.
  • Another workaround can be to use the CD Drive of another networked computer and use the installation setup from that computer.
  • The third solution to this situation can be to use a USB drive.

How to Install QuickBooks without The CD?

You should install QuickBooks Desktop Pro 2021 on your laptop. In order to move your QuickBooks Desktop, you’ll want to install it on your laptop and restore a backup copy of your company file.

At some point, you may need the support of experts. We do have a team of such experts who have stayed well versed with upcoming trends and latest updates. All you need to do is to dial our toll free number and get connected with us. We will ensure to look into the matter and resolve your unique query. You can also fill out our lead form as it will give us some query details and we will come up with the best possible solution for you.

Accounting Professionals, CPA, Enterprises, Owners

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number 1800-689-5491 or chat with experts.


Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

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On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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