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Running QuickBooks Desktop Enterprise for the first time? Follow these step-by-step instructions to install the software and get set-up. Important: QuickBooks Desktop Enterprise is robust software, and its installation has many variables. To make sure your Enterprise installation goes smoothly, you'll need knowledge of the following: networking, file sharing, permissions.

If you don't have those resources in-house, or if you need assistance with the installation, you can choose to work with an authorized ProAdvisor or Intuit Premier Reseller. These are Intuit affiliates who are experts in the software. You should back up your financial records from your previous accounting system before installing Enterprise. You should also keep any software and hardware from your previous accounting system, or have printouts of all the information and accounting reports.

Your network can be set up one of three ways. The following three diagrams illustrate each different network configuration, showing workstations and servers with different installation scenarios. Choose the option that works best for your company. The QuickBooks Database Manager is installed on a central server which also stores the company file. Enterprise is installed on each workstation; these workstations acccess the company file over the network.

One workstation stores the company file. The other workstations access the company file over the network. All workstations have Enterprise installed.

Optionally, you can store your QuickBooks company file on a Linux server and use Enterprise, running on your Windows desktop client, to access that data. 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:. If your bandwidth is 40 Mbps or more, your connection is configured for optimum performance. If it's less than 40Mbps, your connection will be too slow to run Enterprise. Contact your network administrator to learn how to improve your network speed. If firewall software is running while you install QuickBooks, you may be prompted to allow QuickBooks components to have access to the network.

These components must be allowed for QuickBooks to operate properly, especially in a multi-user environment. For more detailed information on how to properly configure your firewall settings for QuickBooks installation, visit the QuickBooks Support Center. Here you can download the QuickBooks Connection Diagnostic Tool or see how to manually configure exceptions and ports needed for your firewall software. If these solutions do not resolve the issue, visit the QuickBooks Community site or contact a technical support agent for additional guidance.

You've finished preparing for your installation and testing your network, now it's time to move on to Step 2: Install Enterprise. Make sure you've completed all the items in Step 1. It's important to install the same version of Enterprise on all computers. If you haven't already done so, download the latest version of Enterprise. Then proceed with the steps below, which will instruct you when to open the file.

Configuring the Database Server Manager is not necessary on user workstations. Perform these steps only on the server or the computer on which you will store the QuickBooks Desktop Enterprise company file. After installing Enterprise on the server, you need to configure the QuickBooks Database Server Manager to ensure users can access the company files stored on the server.

The Database Server Manager also allows you to check the status of the QuickBooks Database Server service the program that runs in the background and allows other workstations to access the company file , see which users are currently accessing the company file and check for recent Database Server Manager software updates. All company files stored on the server must be scanned once to allow access to other QuickBooks users.

If you do not have a company file, return to this section after creating one in Step 3. The Database Server Manager monitors any selected drives or folders for company files that are added, removed or renamed on the server. This allows other computers to access them. You've finished with your Enterprise installation, now it's time to move on to Step 3: Setup sharing.

Consult with your network administrator to learn about sharing folders and providing sufficient access. The computer storing the company file usually a dedicated server should be set up to "host" multi-user access. In a multi-user environment, only one computer can host multi-user access. On all other installations of the software, multi-user hosting should be turned off to avoid conflicts.

If you've installed just the QuickBooks Database Server Manager on a file server, there's no need to enable multi-user hosting on the server.

However, you must make sure that all user workstations have multi-user hosting disabled. Workstation which has Enterprise installed and which stores the company file peer-to-peer environment. 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:.

Make sure that your user workstations have multi-user access turned off. Follow the procedure above on each computer which will be used for Enterprise. These next steps can easily be performed on the server if it's being used as a workstation e.

If only the Enterprise Database Server Manager is installed on the server, perform these steps on a user workstation. To perform these steps, you'll need 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.

You'll need to have QuickBooks administrator privileges. After installing Enterprise, you can use it for 30 days without registering. After that, you must register Enterprise on every computer on which it is installed. 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.