- Installation & Setup | QuickBooks Enterprise

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Select Download. Questions about downloading How do I find my license and product numbers? When you install QuickBooks, you'll need to enter your license and product number. Don't know them yet? To find your license and product number: For a downloaded product , look in the purchase confirmation email you received from Intuit. If you haven't previously registered your QuickBooks software and you still can't find your license and product number, check out missing or illegible installation numbers.

If you registered your QuickBooks software before, you can get help with your license number with our License Look Up Tool. What if I just need to update my software? Registration allows you to take advantage of the many valuable benefits that come with your software, including access to technical support.

Note: If you move your installation from one computer to another, you'll need to re-register Enterprise on the new computer. The first thing you need to do in QuickBooks is create a company file for your business. The company file is the file which stores all of your QuickBooks data.

The steps to create a company file differ depending upon whether you are starting from scratch or converting financial data files from another software package. Note that if you are converting data from another software package, you should double-check your company file thoroughly after the conversion to ascertain whether all of your financial information was imported to Enterprise.

Starting from Scratch. Converting from Quicken. Converting from Peachtree. 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. 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.

QuickBooks Online Advanced requires a persistent internet connection a high-speed connection is recommended and a computer with a supported Internet browser or a mobile phone with a supported operating system see System Requirements.

Network fees may apply. Subscriptions will be charged to your credit card through your account. 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. Allows up to 10 active custom fields, available in Sales forms and Purchase Orders only. Accept credit card payments right in QuickBooks : QuickBooks Payments account subject to eligibility criteria, credit and application approval.

Access to features above may require download of the latest QuickBooks update. The e-Invoicing feature is included with QuickBooks Payments, which is an optional fee-based service.

For next day deposits , credit card payments processed before PM PT usually arrive at your bank the next business day excluding weekends and holidays. Deposit times may vary for other payment methods, third party delays or risk reviews. Instant Deposit is an additional service offered by QuickBooks Payments subject to eligibility criteria and daily maximum limit.

A debit card is required to set up. Payments are sent to the bank account linked to an eligible debit card usually up to 30 minutes. You can request available funds 24 hours a day, 7 days a week. To get your money on the same day, payments must be received in your QuickBooks account before 3 PM PT on a banking business day and instant deposit requests must be made before 3 PM PT. If payment is received after 3 PM PT, funds will be available for instant deposit request until 3 PM the following banking business day.

Otherwise, payments will be processed at the normal speed. Deposit timing may vary for third party delays. Terms, conditions, features, service and support options are subject to change without notice. Standard Enhanced Payroll subscription fees apply when adding to Enterprise Silver.

Enhanced Payroll included in Enterprise Gold or Platinum does charge additional monthly per employee fees, additional fees may apply when paying contractors by direct deposit. Enhanced Payroll does not limit the number of payrolls scheduled per month. Check stock sold separately. Plus sales tax where applicable. QuickBooks Desktop Payroll requires a supported version of QuickBooks Desktop Enterprise updated to the most current maintenance release.

QuickBooks Desktop Enterprise supports over , employees, customers, vendors and other names combined. However, performance may slow when processing files containing more than employees.

QuickBooks Time Elite time tracking: time tracking is included in the base subscription for Enterprise Diamond. Per-employee monthly fees apply. GPS points can be pulled at clock in and clock out, opening the app, switching job codes, and while on the clock. GPS points are not stored when employees are on a break, clocked out, or signed out of the app.

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. Various setup packages are available.

Pricing varies depending on the setup package chosen. For setup pricing, to purchase additional subscriptions, or for general DBSync billing questions, call or email support-intuit mydbsync.

Data can be imported from all versions of QuickBooks Desktop. Microsoft products sold separately. Synchronization with Outlook is also possible with Contact Sync for Outlook bit downloadable for free here.

Sage 50 formerly Peachtree data conversion: The data conversion tool works for Peachtree versions and above. For more details, click here. Your results may vary. A fraction of the cost of other solutions: Comparison based on pricing of QuickBooks Desktop Enterprise vs. QuickBooks Desktop Enterprise offers many advanced features, such as advanced inventory and reporting.

Other advanced features, such as CRM and Human Resource Management, are offered through third party partners for an additional fee. QuickBooks Desktop Enterprise does not offer international company capabilities. Pricing models vary across all solutions depending on the individual business needs.

Click here to read the Minimum technical requirements and system requirements. Call Sales: Terms and conditions, features, support, pricing, and service options subject to change without notice. QuickBooks Desktop Enterprise. For Sales: Sales hours. Need help signing in? Sign in. QuickBooks Online. QuickBooks Self-Employed. QuickBooks ProAdvisor Program. QuickBooks Online Accountant.

QuickBooks Desktop Account. QuickBooks Online Payroll. QuickBooks Payments. QuickBooks Commerce. Other Intuit Services. QuickBooks Desktop Enterprise Why are you interested in a free trial?

 

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It bundles key functionality and lets you add and customize as you grow. Track employee time from anywhere with QuickBooks Time Elite. Reduce duplicate data entry, serve customers better, and generate invoices automatically.

Get our most powerful software and the flexibility to work from where you want with hosting. Get 6x the list capacity of Pro and Premier with room to grow to up to 1 million customers, vendors, and inventory items. Terms, conditions, pricing, subscriptions, packages, features, service and support options are subject to change at any time without notice.

Starting at sign-up, your account on file will be automatically billed for the first year at the stated discount for the service you selected. After the first year, your account on file will be automatically charged on a monthly or annual basis at the then-current subscription fee for the plan and service you selected, until you cancel.

Discounts are calculated off the stated pricing above. QuickBooks Assisted Payroll monthly billing plan: Pricing includes 1 state. Your subscription of QuickBooks Desktop Enterprise Silver, Gold or Platinum is valid for the first 12 months starting from purchase date. Both the Annual and Monthly Option Plan commits you to a month term; fees vary per plan.

If you select the Monthly Option Plan then you will pay the then-current fee over the course of 12 months. Intuit will authorize your card to ensure prompt order processing, resulting in a temporary hold on your account.

If you cancel inside the 60 day money back guarantee period you can opt to receive a refund see: money back guarantee terms and conditions. If you cancel outside of the 60 day money back guarantee period you will have access to QuickBooks Enterprise for the remainder of the 12 month term in which you paid for.

Upon expiration of your paid subscription you will no longer have access to the product or any of its connected services. Free trial download: The first 30 days of QuickBooks Desktop Enterprise free trial from the date of sign up is free. No credit card is required. After the 30 days, you can call to purchase. QuickBooks Enterprise Diamond subscription:. Enterprise Diamond is sold in increments of , 20, 30, and 40 users. Enterprise Diamond is compatible with, but does not include hosting.

Hosting sold separately. Enterprise Diamond is a subscription and is only available on a monthly payment plan with no annual commitment. Each month, your account will be automatically charged the agreed-upon price unless and until you cancel.

Cancel at any time by calling Intuit at , prior to your monthly renewal date. When you cancel, you will have access to Enterprise Diamond for the remainder of the month for which you have already paid. The following month, you will no longer have access to the product or any of its connected services. We will authorize your card to ensure prompt order processing, resulting in a temporary hold on your account. Automatic QuickBooks product updates:.

Active QuickBooks Desktop Enterprise subscription members receive new versions of our products, along with updates to your current version, when and if released within 12 months of QuickBooks Desktop Enterprise purchase date or subscription renewal date.

Online backup and data protection:. Requires internet access for backup, restore and setup changes and comes bundled with Enterprise as well as Pro Standard, Premier Standard, Pro Plus, and Premier Plus subscriptions.

Entire PC is limited to GB total storage which includes up to the last 45 days of successful back-ups. Data encrypted using AES bit encryption. Backup can only occur if Intuit Data Protect is correctly set up by user and should only be set up on a single computer. Latest available version of Intuit Data Protect for your version of QuickBooks is required to ensure proper functioning.

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. 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. For customers using a hosting service, check with the hosting provider for backup and sync options they offer. For QuickBooks Online: data access is subject to Internet or cellular provider network availability and occasional downtime due to events beyond our control. Access to messaging with live experts or call back features requires a QuickBooks Care Plan, and internet connection. Care plan is included with Standard, Plus and Enterprise subscriptions.

Training: Online access to training is included with each QuickBooks Desktop Enterprise subscription. The Cloud access service is a monthly subscription. Each month, your account will be automatically charged the agreed-upon price of the service unless and until you cancel.

When a customer calls to cancel, it is canceled and refunded at the date through the end of the current billing period. If you choose to purchase a QuickBooks Desktop Enterprise subscription using the Monthly Payment Plan or QuickBooks Desktop Enterprise with cloud access, you elect to pay your annual subscription in equal payments over the course of 12 months.

Purchasing an annual subscription for QuickBooks Desktop Enterprise commits you to a 12 month term. You must pay for all 12 months of the subscription in full based on the then current rate of QuickBooks Desktop Enterprise.

However, if you choose to cancel after the first 60 days and prior to the end of month 12 you will be subject to a termination fee equal to the amount of monthly payments left on your annual subscription. For purpose of clarity, if you pay for 6 months and have 6 months remaining on your annual subscription, which starts at date of enrollment, you will be charged a termination fee equal to the then current monthly fee of QuickBooks Desktop Enterprise multiplied by 6 months remaining months left on annual subscription.

Right Networks performs backups of all cloud access data on a nightly basis and retains the back-ups for a rolling day period in a protected offsite facility as an additional level of protection. Customers are responsible for verifying the integrity of the hosted data at least every 90 days. Right Networks employs Snapshot technology to backup customer data. Snapshots are taken daily and then replicated to another physical Right Networks facility for Disaster Recovery.

However, availability can vary, is subject to occasional downtime and may change without notice. Right Networks encrypts all backup files and backup tapes. Virtual desktop connections are protected via TLS with a minimum of bit encryption and authentication.

Each customer has a unique Right Networks virtual desktop. Access to each QuickBooks company file is controlled at multiple layers including file access permissions. Access is locked out after multiple failed login attempts for the same user. Security features, functionality and access are subject to change without notice as deemed necessary by Right Networks.

Availability can vary and are subject to occasional downtime and may change without notice. Right Networks may offer third party software, separate terms and fees may apply.

Internet connectivity required : Desktop Enterprise with cloud access is subject to availability of a reliable Internet connection. See detailed list of systems requirements , and a list of what RDP clients work with the hosting service here. Additional fees may apply. Requires certain hardware. Requires an internet connection. Advanced Pricing is included in the Platinum and Diamond subscriptions only. Advanced Inventory is included in the Platinum and Diamond subscriptions only.

Mobile barcode scanning and barcode label prices: Only available in the Advanced Inventory module. Alternate vendors center and alternate vendor reports: is included in the Platinum and Diamond subscriptions only. Barcode scanners: Sold separately for use with Advanced Inventory.

Cycle count: Only available in Advanced Inventory module. Bin location tracking: Only available in Advanced Inventory module. Express Pick-Pack: is included in the Platinum and Diamond subscriptions only. Landed Cost: is included in the Platinum and Diamond subscriptions only. Apps integration: Enterprise integrates with more than apps to customize your experience.

Some apps may be available from third parties. Consolidating reports from multiple company files: Company files must all be on the same version of QuickBooks Desktop Enterprise. Requires Office — , or Microsoft 32 and 64 bit.

Customized financial reports with Intuit Statement Writer: Requires Office — , or Microsoft 32 and 64 bit. Data file optimization reduces your file size by removing audit trail of historic transactions and a few tables from the database that are not used or needed by the company file. Record level permissions only available in Customer, Employee, and Vendor Centers.

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.

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.