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Still having trouble setting up your Quickbooks Pro? Although the process is fairly easy, some people may run into some problems during the initial setup. To ensure your Quickbooks Pro is configured properly with all of the appropriate settings, you’ll need to follow some basic steps. In this post, we’re going to reveal some tips on how to set up Quickbooks Pro for maximum efficiency.

Quickbooks Pro offers all of the same features as Quickbooks Plus but with a few major upgrades. For starters, the Pro version comes with a built-in search feature that allows users to easily locate reports, accounts or invoice in just a few clicks. If you plan on working with multiple accounts, a search feature such as this is a huge benefit that will ultimately save you time. Quickbooks Pro also features a Collections Center, Batch Invoicing, Check Scanning, and the ability to track time and expenses from client to client.

Installing Quickbooks Pro

Once you’ve purchased Quickbooks Pro and have received the CD software, place it into the computer you wish to use for accounting. Assuming you are using a Windows-based PC, a new window should appear asking you whether you wish to install Quickbooks Pro in “Interview” mode or manually. Interview mode is essentially a simple Wizard program that walks you through all of the steps; therefore, it’s the recommended choice for beginners. On the other hand, experienced Quickbooks users may want to install the program manually so they modify certain features and settings.

If you chose the “Interview” method of installation for Quickbooks Pro, you’ll be asked several questions regarding your business. The first few sections are straightforward and consist of basic information like your company’s name, tax information, dates, industry, etc. Continue to answer the questions asked during setup process. If you run into any difficulty, click the “help” button for more details about the process.

Although passwords are considered optional for multi-user Quickbooks accounts, I highly recommend using them. If there are several people working on your company’s Quickbooks, then you should give each of them a unique password and username. This will allow you to adjust security settings based on their requirements.

After going through the Interview process, you should now have a functional Quickbooks account. Take a few minutes to familiarize yourself with the different areas so you are more comfortable working with it. Also, be sure to check out our blog for more tips and tricks on how to get the most out of your Quickbooks accounting software.