Learn how to install QuickBooks Desktop Enterprise for the first time.

When you’re ready to install QuickBooks Desktop Enterprise, it’s best that you do it after-hours or over the weekend. This way, you’ll have the least disruption to your normal work hours.

Since you’re going to need to set up a network and create a new company file, it’s best to have help from someone with an IT background and an accountant. Or, you can choose to work with an authorized ProAdvisor or QuickBooks Solutions Provider. Here’s what to do.

Note: If you’re moving to QuickBooks Desktop, make sure to back up your previous accounting software. You should also keep any software and hardware from your previous accounting system, or have printouts of all the information and accounting reports. The IRS requires that you keep your records for 10 years.

Step 1: Prep and test your network
Before you get started, check the system requirements for QuickBooks Desktop Enterprise.

Network options
Test your network bandwidth
Step 2: Install QuickBooks Desktop Enterprise on the server
Before you get started, download the latest version of QuickBooks Desktop Enterprise. If you’re installing Enterprise on multiple workstations, they all need to be using the same version.

Install QuickBooks Desktop Enterprise software on the server
Install QuickBooks Desktop Enterprise on a Linux File Server
Configure the Database Server Manager
Scan Company Files
Step 3: Set up sharing
This is where you set up the ability to share the company file between workstations. Here's what to do.

Provide access to company files
Install Enterprise on all workstations
Set up multi-user hosting
Step 4: Set up your company file and import your existing data
Make sure to work with a financial professional or admin who understands the company's financial needs. They'll need to set up your company file, add users, and know what areas of QuickBooks those users can access.

Activate QuickBooks Desktop Enterprise
Step 5: Set up QuickBooks Desktop Enterprise for your business
Depending on your business, you may have a few more steps to complete. Take a look at this info to make sure your company file is set up and your data is complete.

QuickBooks Setup
Quick Start Center
Review your Chart of Accounts
Enter historical transactions
Enter optional adjustments
Backup your company file
Step 6: Set up users and their roles
QuickBooks Desktop Enterprise lets you apply user permissions to different activities. You can assign user-access levels like view-only, create, modify, delete and print. You can also restrict access to specific lists and report groups based on user roles.

You can also use predefined roles, with access to certain activities, lists or reports. This includes Accounts Receivable, Accounts Payable, Banking, Sales and Payroll Manager. You can also customize any of the predefined roles or create your own. Note that all users need to be assigned a role.

Author's Bio: 

we are a certified ProAdvisor of QuickBooks and I'm sharing this article for helpful information