User Upgrade Guide 2019

INSTALLATION & SETUP GUIDE
UPGRADE GUIDE
QuickBooks Pro,
Premier and
Accountant
2019
EasyBiz Technologies is an authorized local
Intuit QuickBooks partner in South Africa.
EasyBiz Perks
All the support and added functionality you need, when you need it, with
EasyBiz Perks.
Did you know that when you purchase the latest version of QuickBooks
Desktop, you automatically receive access to EasyBiz Perks – an annual licence
fee product that not only offers your business unlimited support, but keeps
your software updated with the latest in accounting technology. These
delivered in the form of updates, patches, betas as well as first-access to the
latest version of QuickBooks Desktop, released each and every year.
Moreover, and also included in your licence, the EasyBiz Perks Portal will give
you on-the-go access to your desktop company data as well as other game-
changing cloud features and functionality that sync straight back to your
QuickBooks Desktop package.
To summarise:
You get the latest version of QuickBooks

You’ll get first access to every major release of QuickBooks.
Access to every update, as it happens

Every single update and upgrade is automatically sent to you.
Unlimited telephonic and email support

With your EasyBiz Perks pin, you’ll get priority support whenever you need it.
Access to the EasyBiz Perks Portal

On-the-go access to your QuickBooks Desktop company data as well as game-
changing features and functionality.
Contact our support team on 086 172 6657, email

support@easybiztech.co.za.
Installation & Setup Guide
QuickBooks Pro, Premier & Accountant 2019
(Please consult in-product help menu for comprehensive guidelines)
Welcome
Welcome to QuickBooks. Whether you’ve been running your business for years or are
just starting out, having an organized, efficient way to manage your business can save
you time, money, and a lot of frustration.
Use this Installation and Setup Guide for QuickBooks Pro, Premier and Accountant 2019
to get up and running as fast as possible. Note: Since this guide covers multiple editions
of QuickBooks, the name “QuickBooks” is used to refer to any of these editions. When
information in this guide applies to a specific edition of QuickBooks, the specific edition
name will be used.
Copyright
Copyright © 2009 Intuit Inc. All rights reserved. First printing, September 2008
Statements in this document regarding third-party standards or software are based on
information made available by third parties. Intuit and its affiliates are not the source
of such information and have not independently verified such information. The
information in this document is subject to change without notice.
Trademarks and Patents

Intuit, the Intuit logo, QuickBooks, QuickBase, TurboTax, ProSeries, Lacerte, EasyStep,
and QuickZoom, among others, are registered trademarks and/or registered service
marks of Intuit Inc. in the United States and other countries. Other parties’ trademarks
or service marks are the property of their respective owners and should be treated as
such. Features and services within QuickBooks products may be the subject matter of
pending and issued U.S. patents assigned to Intuit Inc.
Other Attributions
The Regex Library contained in QuickBooks software is copyright 1992, 1993, 1994,
1997 Henry Spencer. All rights reserved. The Regex Library software is not subject to any
licence of the American Telephone and Telegraph Company or of the Regents of the
University of California. This product includes software developed by the Apache
Software Foundation (www.apache.org). © 1999-2006 Apache Software Foundation.
All rights reserved.
Important
Terms, conditions, features, service offerings, prices, and hours referenced in this
document are subject to change without notice. We at EasyBiz Technologies are
committed to bringing you great online services through QuickBooks. Occasionally, we
may decide to update our selection and change our service offerings, so please check
www.easybiztech.co.za for the latest information, including pricing and availability, on
our products and services.
Index
1 Hardware & Software requirements ..........................................................1

1.1 Processor, memory & disk space requirement
1.2 Additional hardware & software
1.3 Microsoft Office Integration
1.4 Firewall & antivirus compatibility
1.5 Firewall settings on network
1.6 Multi user installation requirements
1.7 Network setup
1.8 Setup QuickBooks for multiple users
2 Installing QuickBooks ............................................................................... 3
3 Regional Settings........................................................................................ 6
4 Creating a new company......................................................................... 7
5 Setting up your company ....................................................................... 13
6 Everyday tasks ................................................................................................... 16
7 VAT.............................................................................................................................................................................................................25
8 Setting up Multiple Currency ..................................................................... 28
9 Learning Centre ................................................................................................ 31
1.7 Home Page
1.8 Insights on Home Page
1.9 Company Snapshot
1.10 Payment Snapshot
1.11 Customer Snapshot
1.12 Customer Centre
1.13 Collections Centre
1.14 Supplier Centre
1.15 Lead Centre
1.16 Quick Start Centre
1.17 Income Tracker
1.18 Document Centre
1.19 Bill Tracker
10 FAQ’s........................................................................................................................... 44
SECTION 2: UPGRADE GUIDE
11 What to know before you start ............................................................... 47

12 Installing QuickBooks .................................................................................. 48
13 VAT Set Up for Upgrade Files .................................................................. 58
14 Support ............................................................................................................... 65
1. Hardware and software requirements
1.1 Processor, memory, and disk space
• At least 2.0 GHz Pentium 4 processor for a client (2.4GHz recommended)

• At least 2 GB RAM for a client and 4GB RAM for Multi users
• 2.5 GB of available disk space (additional space required for data files)
• 4x DVD-ROM drive
• Optimized for 1024x768 screen resolution or higher.
• Best optimized for default DPI setting (96 DPI or 100%)
• 250 MB for Microsoft .NET 4.0 Runtime, provided on the QuickBooks CD
1.2 Additional hardware and software
Operating systems supported (U.K. versions with Regional Language set to

U.K. English recommended):
• Windows 8 (32 and 64 bit)

• Windows 8.1 (32 and 64 bit)
• Windows 7¹ (32 and 64 bit)
• Windows 10 (32 and 64 bit)
• Windows Server 2008/ 2008 R2
• Windows Server 2011 Standard/ Essentials (Not Terminal Server ready)
• Windows Server 2012/ 2012 R2
Note: QuickBooks may run on Win 7 & Home Basic but has been flagged as
unstable. Installation and file sharing issues have been logged in the past -
therefore not recommended as a preferred OS.
1.3 Microsoft Office Integration
1.3.1 Email
• Microsoft Outlook 2007/2010/2013/2016 & Office 365
Desktop version only
• Webmail integration: Gmail, Yahoo, Hotmail.
Note: Office 2013 Click-to-Run is not compatible. Office Click-to-Run executes

a virtual application environment on the local operating system making it
difficult for other programs to “see” it. This is because Click-to-Run has private
copies of all its files and registration.
1.3.2 Letter writing

• Office 2007 (32 bit), 2010 (Inc 64 bit), 2013 (Incl 64 bit) and 2016 (Inc
64 bit)
1.3.3 Contact Synchronization with MS Outlook

• Microsoft Outlook 2007/2010 (32 bit) (Not compatible with Office 2013
as yet)
1.3.4 QuickBooks Statement Writer with MS Excel

• Microsoft Excel 2007, 2010 and 2016 (Not compatible with Office 2013
as yet)
1.4 Firewall and antivirus software compatibility
QuickBooks 2019 has been tested with the following:
• Microsoft Security Essentials
• Avast
• Windows Defender
• Symantec Norton® Antivirus, Internet Security, Norton 360
• ESET
• Avira
• Kaspersky
• McAfee Anti-Virus Plus, Internet Security Suite, Total Protection
• Bitdefender
1.5 Incoming and Outgoing firewall rules can be set manually on port 55368
for the following files:
• AutoBackupExe.exe located in C:\Program Files\Intuit\QuickBooks 2017
• Dbmlsync.exe located in C:\Program Files\Intuit\QuickBooks 2017
• DBManagerExe.exe located in C:\Program Files\Intuit\QuickBooks 2017
• FileManagement.exe located in C:\Program Files\Intuit\QuickBooks
2017
• FileMovementExe.exe located in C:\Program Files\Intuit\QuickBooks
2017
• IntuitSyncManager.exe located in C:\Program Files\Common
Files\Intuit\Sync
• QBCFMonitorService.exe located in C:\Program Files\Common
Files\Intuit\ QuickBooks
• QBDBMgrN.exe located in C:\Program Files\Intuit\QuickBooks 2017
• QBGDSPlugin.exe located in C:\Program Files\Intuit\QuickBooks 2017
• QBLaunch.exe located in C:\Program Files\Common
Files\Intuit\QuickBooks
• QBServerUtilityMgr.exe located in C:\Program Files\Common
Files\Intuit\ QuickBooks
• QBW32.exe located in C:\Program Files\Intuit\QuickBooks 2017
• QBUpdate.exe located in C:\Program Files\Common
Files\Intuit\QuickBooks\ QB Update
• QuickBooksMessaging.exe located in C:\Program
Files\Intuit\QuickBooks 2017
• OnlineBackup.exe located in C:\Program Files\QuickBooks Online
Backup
If firewall software is running while you install QuickBooks, you will be

prompted to allow QuickBooks components to have access to the network.
Different firewall software applications use different languages when
prompting you. Be sure to choose an option that does not block
connections to QuickBooks components.
Also, some firewall and antivirus software can affect QuickBooks

performance. If you experience performance issues you think are related
to your firewall software, refer to the firewall documentation or contact
your firewall vendor for assistance.
In some cases it might be necessary to adjust settings in these products
to ensure the best possible performance with QuickBooks. For more
information about firewall configuration, search for “firewall settings” in
the in-product Help or go to
http://support.quickbooks.intuit.com/support/articles/SLN41458 for more
information.
1.6 Multi-user installation requirements

• Each user must have a unique valid Licence Number and Product
Number.
• Install the same version year of QuickBooks. For example, all users must
have QuickBooks 2019.
• Have read/write access and create/delete rights to the directory where
the company file is stored.
1.7 Network setup: For network hosting setup

In a network hosting environment, each computer has its own full version
of QuickBooks installed; however, the QuickBooks company file is located
on only one computer, which must be turned on and available on the
network. Networks set up for hosting files do not use a dedicated file server,
so a single, dedicated computer is not required to share files. Thus, all the
networked computers have the option to share their resources.
For example, you might run your small business by using QuickBooks on
two computers - yours and one that’s used by an employee. In this case,
you still need to set up a simple network to share your company file.
Otherwise, you’ll need to make a backup of your company file to move it
or e-mail it between the two computers.
For dedicated server setup
Networks with a dedicated server have at least one computer (the server)
dedicated to sharing files, printers, or other resources. If you only store
your company file on the server and you do not intend running QuickBooks
on the server, choose Custom and Network options during the installation.
Select I will NOT be using QuickBooks on this computer.
Database Server Manager
Windows:
http://support.quickbooks.intuit.com/support/Articles/HOW13004
1.8 Set up QuickBooks for multiple users
Hosting
The term hosting is used to describe the situation where the computer that is
storing a company file (the host) allows other computers to access the file.
QuickBooks uses a service to manage company file access:
QuickBooks 2019 uses QuickBooksDB29

There are 3 hosting methods:

Hosting Modes
The hosting mode is set for each version of QuickBooks and for each
computer. It is not set for the company file or the QuickBooks installation.
When multiple versions of QuickBooks 2006 or later are used concurrently,
the hosting mode settings for each version are independent.
Not Hosting (also known as Hosting Off), Hosting Local Files only, and
Hosting Local & Remote files.
In Not Hosting mode:
QuickBooks Database Manager runs as a normal process, as a Windows user

running QuickBooks. Not Hosting mode does not support multi-user mode.
Not Hosting mode uses shared memory to communicate with QuickBooks. In
this mode, only the QuickBooks user who is running QuickBooks on the local
computer can use a database server to access a file.
In Hosting Local Files only mode:
QuickBooks Database Server Manager runs as a Windows service named

QuickBooksDBXX (where XX is a number determined by the version of
QuickBooks, as described under “Hosting defined,” above) and as the
Windows user QBDataServiceUserXX (with XX being the same 2-digit number
that the Windows service uses). As long as the computer is on, the service
QuickBooksDBXX is always running.
Multi-user mode is supported, using TCP/IP to communicate with QuickBooks.

QuickBooks users on remote computers can access company files using a
database server running in Hosting Local Files only mode. A computer in
Hosting Local Files only mode can host only those files that is located on that
computer.
In Hosting Local & Remote files mode:
QuickBooks Database Manager runs as a normal process, as the currently

logged on Windows user. This process starts when a user logs into Windows
and stops when the user logs out. A computer in Hosting Local & Remote files
mode can support multi- user mode, using TCP/IP to communicate with
QuickBooks. QuickBooks users on remote computers can access company files
on this computer using a database server.
A local computer in this mode can host files stored on it, as well as files that
are located on remote computers and opened on the local computer.
How QuickBooks determines which database server to communicate with:
QuickBooks looks for the .nd file. The .nd file is a small text file with the same
name as the company file, but with an .nd file extension. This file is located in
the same directory as the company file, which has the file extension .qbw.
The directory also contains the information needed to contact the server,
such as the IP address and port.
QuickBooks determines whether the .qbw file is in use.
If QuickBooks finds the .nd file and detects that the company file is in use,
QuickBooks tries to communicate with the server:
> If it is successful, QuickBooks opens the company file.

> If it’s not successful, an error message that describes the steps needed to
resolve the issue appears
Set Windows access permissions to share company files
Win 7 and Win 8
STEP 1:
Locate and select the folder containing your QuickBooks company file.
STEP 2:
Right-click the folder and choose Properties.
STEP 3:
Click the Sharing tab, click the Share button.
STEP 4:
In the File Sharing window, enter the name you want to add or use the drop-
down arrow to select the user and click Add.
STEP 5:
In the Permission Level column, select the Read drop-down arrow and select
Read/Write.
STEP 6:
Click Share.
STEP 7:
Click the Security tab
STEP 8:
Click the Edit button for the Group or user names section. STEP 9: Click
QBDataServiceUserXX. In the Permissions for
QBDataServiceUserXX section, select the Full Control checkbox in the Allow
column and click OK.
QBDataServiceUser also needs access
Note: The specific QBDataServiceUser for your version of QuickBooks

also needs Read/Write access to the folder containing your QuickBooks
company file Repeat step 4 to add the QBDataServiceUser for your version
of QuickBooks if it is not already listed.
Setting Read/ write permissions:

QuickBooks 2019 - QBDataServiceUser29
2. Installing QuickBooks
This section explains how to install QuickBooks 2019 on your computer and
how to begin using the program after installation.
STEP 1:
Shut down all running programs, including antivirus programs.
STEP 2:
Insert the QuickBooks DVD in your computer’s DVD-ROM drive.
Next to proceed.
STEP 3:
Read or print the terms of the licence agreement before continuing.
Accept the terms of the licence agreement and click on Next to proceed.
STEP 4:
Select Custom and Network options
Next to proceed.
If the QuickBooks installation will be on a stand-alone station (single
user) and not be installed on a network, you will then select Option 2
(recommended setting).
However, if you are installing a network-client installation then you will
select option 1.
You will choose option 3 only when installing the QuickBooks Database
Server Manager on the server or host computer. (This will not install the
application itself).
Click on Next to proceed.
STEP 5:
Licence and Product Numbers. Insert the licence number supplied on
purchase. (Each user workstation will have a unique licence number)
Next to proceed.
Having trouble installing QuickBooks?
Download the QuickBooks Install Diagnostic Tool and try again.

http://http-download.intuit.com/http.intuit/Downloads/Tools/
QuickBooksInstallDiagnosticTool.exe
2 Regional Settings
“Why is there a comma instead of a point in my amounts?” “When I

export reports to Excel there are foreign characters in the amount
column”
“My date format is incorrect”
”My Currency Symbol is incorrect”
If any of these sound familiar then it’s probably because your regional
and language settings have not been set.
STEP 1: Open the windows Control Panel

STEP 2: Open Regional and language options
STEP 3: Ensure Current format is set to English- United Kingdom
STEP 4: Click on Customize this format, Edit or Options
STEP 5: In the Currency tab replace the £ with R
STEP 6: Click on Apply and OK to Save
3 Creating a new company file
STEP 1: Open QuickBooks from desktop
Initial opening of programme may be slow (Try not to interrupt it)
STEP 2: Click on Create a new company file from the Welcome screen.
STEP 3: Express Start or Detailed Start?
For a quick startup choose Express Start.

The latter will entail some manual setup at a later stage whereas the
former will allow you to setup company preferences in an interview style.
EXPRESS START 1 of 2
Information about your business
VAT Scheme = Standard Scheme
EXPRESS START 2 of 2
Address details of business
Country = South Africa

If you are completely new to QuickBooks and prefer a guided setup then
we recommend the Detailed Start.
DETAILED START 1 of 6
Enter your company information:
Select your Industry:
How is your company organised:
Click Next to proceed

Select the first month of your financial year.
Define your Administrator username and password
Create Company file and Save Data
A series of prompts will follow once your company file is created. Simply
follow the on-screen questions and then press Next to proceed.
DETAILED START - ADDITIONAL IN-PRODUCT QUESTIONS
What do you sell? Services, products or both
Do you charge VAT? Yes/ No
Do you want to create Estimate = Quotation
estimates?
Do you want to track Sales Order (Avail in Premier and
Customer Orders? Accountant only)
Do you want to use Customer Statement
Statements in
QuickBooks?
Do you use progress Converting parts of a quotation to
Invoicing? Invoice
Do you manage bills? Bills= Supplier Invoice
Do you track Stock? This will enable the stock feature in
QuickBooks (This feature must be
turned on in order to create Purchase
Orders)
Do you track time? Referring to timesheets completed for
jobs- not referring to payroll time
clocking.
Do you trade in multiple Creating Invoices and receiving
currencies? payments in foreign currencies
against Home currency exchange
rate
Starting Date for For Balance sheet purposes this will
Accounts? create an opening balance for
selected balance sheet accounts-
bank, loans etc.
3. Setting up Your Company
This section describes some additional tasks you might need to do as you
begin using QuickBooks. Depending on how much information you
entered during the Detailed Start interview, some of these tasks might
not apply to you.
Enter your company information
To enter the contact and legal information for your company, go to the
Company menu and click Company Information.
Review your Chart of Accounts
If you used the Detailed Start Interview, a chart of accounts based on

your type of business was set up for you. Review the chart of accounts to
be sure it accurately reflects the accounts you need to run your business.
You can change account names and edit, delete, or add accounts as
necessary. To view your Chart of Accounts, go to the Lists menu and click
Chart of Accounts.
Numbering your accounts
Some businesses prefer to organize their accounts by number. Adding

numbers can help you identify the type of accounts, thereby speeding
up your account selection on various forms. You might want to develop
and follow a consistent account naming and numbering convention. For
example:
10000-19999 - Assets
20000-29999 - Liabilities
30000-39999 - Equity
40000-49999 - Income
50000-59999 - Cost of Goods Sold
60000-69999 - Expenses (or Operating Expenses)
70000-79999 - Other Income (not related to daily activity) 80000-
89999 - Other Expenses (not related to daily activity)
If you want to use numbers to identify your accounts, you need to turn
on this preference in QuickBooks, as follows.
STEP 1: Go to the Edit menu and click Preferences.
STEP 2: In the Preferences window, click Accounting in the list on the left.
STEP 3: Click Company Preferences.
STEP 4: Select the Use account numbers checkbox.
STEP 5: Click OK.
Create your customer, supplier, and item lists
To bill customers and pay your bills with QuickBooks, you must update
your customer, supplier, and item lists so that they accurately reflect your
business. Instructions for setting up these lists are provided in the in-
product Help.
In the past users had to create items, customers, suppliers or accounts

one at a time. QuickBooks 2019 allows you to create these list items in
bulk.
Use the Add/Edit Multiple List Entries window under your list menu to
add and edit multiple customers, suppliers, service, stock items, and non-
stock items.
Tip: You can also copy and paste list information from Excel directly
into QuickBooks using this window.
You can easily copy and paste information:

• From Excel to the Add/Edit Multiple List Entries window
• From one cell to another cell within the Add/Edit Multiple List
Entries window
Note: This window is for your list information (name, description, and so
on). You can’t use it to enter transactions (invoices, bills, and so on) or to
edit existing opening balances for customers and suppliers. Also, while
you can’t copy list data from QuickBooks to Excel, you can export it.
Enter historical transactions
If your start date is before today’s date, you’ll need to enter past
transactions from the start date to today. This ensures that your
QuickBooks records are completely up-to-date and your reports will be
accurate.
Enter historical transactions in chronological order. For example,

QuickBooks won’t know how to credit a customer payment unless you’ve
previously recorded the invoice to that customer. The most efficient way
to enter historical transactions is in the account register.
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 early on, it’s hard to track and
collect late customer payments.
Intuit recommends that you enter your transactions in this order (please
verify with an accountant):
• Invoices you’ve sent out since your start date
• Purchase orders you’ve issued since your start date that you haven’t
received in full
• Cash or cheques you’ve received since your start date
• Bills you’ve received since your start date
• Bills you’ve paid since your start date
• Deposits you’ve made to any of your accounts since your start date
• Any other cheques you’ve written (for things other than bills) since
your start date
Note: If you don’t have time to enter all your historical transactions right
away, don’t worry. You don’t need to enter all your past transactions
before you start using QuickBooks for new transactions. Enter new
transactions as they occur. Then catch up with historical transactions
when you can. Remember though, that your account balances will be
incorrect (and your reports may be wrong) until you enter all the past
transactions.
Complete your bank account information
After you’ve entered your historical transactions, your account registers will
contain entries reflecting bills you’ve paid, cheques you’ve written, and
deposits you’ve received. To make your account registers complete, you
must also enter these transactions:
• Cheques or other charges that happened before your start date but
didn’t appear on statements before your start date (i.e., didn’t
clear)
• Other cheques you wrote after your start date that were not for bills
or accounts payable (for example, credit card payments)
• Deposits you made after your start date that were not customer
deposits
• Deposits you made before your start date but that didn’t appear on
statements before your start date
• Bank charges and fees
• Interest paid on your account
Refer to the in-product Help for step-by-step instructions on how to enter

these transactions to make your account registers accurate.
Backing up your company file
The QuickBooks backup file is a compressed version of your QuickBooks

company file that contains all transactions up until the date the
company backup was made. A backup file provides insurance against
accidental data loss and can be used to restore your data. QuickBooks
backups have a .qbb extension and cannot be opened directly.
To use one of the backup options, go to the File menu and click Save
Copy or Create Backup. 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 in-
product Help.
6. Performing every-day tasks
6.1 Searching
Looking up customer information, Invoice numbers or payments- the

ability to search is of paramount importance. You can press F3 and
search across all areas of QuickBooks to quickly find:
• Forms/transactions (invoices, estimates etc)

• People (customers, suppliers, employees, and other names)
• List entries (items, tax items etc)
• Amounts and dates
• Menu commands (QuickBooks opens the menu and highlights the
command for you)
• Specific text within notes, descriptions, memos, and transactions
• Serial numbers/Lot numbers
6.2 QuickBooks Calendar
The QuickBooks calendar will allow for the following:
• View/edit reminders of deadlines by month, week or day.

• View/edit bills due to be paid.
• View/edit payments to be received.
• View/edit to do notes.
STEP 1:
Select Calendar either from the icon bar or from the Company menu
select list.
STEP 2:
Select the view of your calendar, the date and what transactions you
would like to see.
STEP 3:
Click on Add ‘To do note’ to Calendar at the bottom for additional
entries.
Note: Each user can set their own calendar preferences which will save
their setting.
6.3 Creating a Customer Invoice
There are three ways to create Invoices, they are:
• Create single Invoice, one at a time.

• Create Invoices in bulk from the Company menu
• Setup recurring Invoices (Memorised Transactions).
Standard method
STEP 1:
From the Customer menu, select Create Invoices (ctrl +I). STEP 2: Select
a customer, date & item.
STEP 2:
Select a customer, date & item. Click on Save & close to finalize.
.
BASIC INVOICE RELATED ACTIVITIES WORTH KNOWING
ABOUT…
Summary Each Invoice has a Summary/ History
adjacent to it. This allows for quick
access to related payments/ credits
and dates that it occurred on.
Print Easily Print an Invoice to the set
printer
Email Email Invoice together with other
related attachments of your choice
using Microsoft Outlook 2007, 2010
or 2013.
Attach Documents The Doc Centre provides the facility to
attach related documents to Invoice
which is useful for cross referencing
and record keeping.
Template Set up a template with a personalised
logo, banking details and custom
layout using the layout designer.
Receive Payment Receive payment for Invoice without
having to browse away from
transaction.
Credit/ Refund Issue a Credit note without having to
retype every line.
Creating Invoices in bulk

If you have an invoice you want to send to multiple customers, you don’t
need to create a separate invoice for each customer. Instead, you can
create a single batch. Please note that if multi-currency is enabled, the
‘Batch Invoice’ feature will not be available. Important: Before you
begin, make sure you’ve set up the terms, VAT rate, and send method
for each customer you want to include in the batch.
STEP 1:
Choose Customers > Create Batch Invoice
STEP 2:
Select customers without creating a billing group or Use a billing group
that you have already created.
STEP 3:
Enter the quantity, item and amount. Click on Next to continue
STEP 4: Each customer’s invoice includes the terms, VAT rate, and send
method you defined for that customer, as well as the line items you
entered for the batch.
STEP 5: You can view your selections for each customer in the Customer
Centre. Right-click a customer name, and choose Edit. Click the
Additional Info tab to see your selections. Click on next to continue.
STEP 6:
From the Batch Invoices Summary window, you can print or email
your invoices based on whatever preferred send method you’ve selected
for each customer.
Recurring Invoices (Memorised Transactions)
Any transaction in QuickBooks can be memorised. The main benefit

around memorising transactions is to mitigate repetition - this comes in
handy for monthly debit order runs for example.
Memorising an Invoice
STEP 1:
Edit an already created Invoice
STEP 2:
Click Ctrl + M to Memorise Transaction
STEP 3:
Specify Name and set recurring properties
Transactions that have been added to the memorized transactions list
can be accessed via List Menu > Memorised Transactions List.
6.4 Receiving a CustomerPayment
STEP 1:
From the Customer menu, select Receive Payments.
STEP 2: Select the customer from the customer name list.
STEP 3:
Type in the Amount received from customer.
STEP 4:
Select the account and date payment was received (this should match
your bank statement).
STEP 5:
QuickBooks will apply the oldest Invoice first by placing a tick in front of
the transaction.
STEP 6:
Save & close or Save & New if you are recording more than one payment
at the time.
Payment receipts can be emailed to the Customer by clicking on Email

on the Task Bar.
7. VAT
VAT is automatically setup for South Africa if the country South Africa
was selected during the express or detailed start.
VAT Reports such as VAT201, VAT Detail and VAT Exception would assist
registered companies to file their VAT returns offline, a process referred
to as Filing VAT.
File VAT Return is accessible from the VAT201 form and will assist with:
• Record VAT Summary & Detail report in PDF format for each VAT
period.
• Clear VAT201 report so there won’t be any balances brought
forward to the next period.
• Should transactions be modified/ deleted or added in a previous
period then it will show as a balance brought forward impacting on
the current VAT assessment.
• Create Filing VAT journal where the following accounts will be
debited and credited:
RECEIVER OF REVENUE
VAT201 SUBMISSION- PAYMENTS & REFUNDS
VAT Refund VAT Liability
Accounts Accounts
Receivable Payable
(SARS – (SARS –
Receivable) Payable)
Input VAT Input VAT
(VAT on (VAT on
Standard Standard
Purchases)
Input VAT Output VAT

(VAT on (VAT on
Standard Standard
Sales) Sales)
VAT Refund will show on VAT Liability will show on

Customer Age Analysis but Supplier Age Analysis but
won’t contribute to Profit or won’t contribute to Profit or
Loss. Loss.
SARS deposit will be recorded SARS payment will be recorded

via Customer Payment- similar via Bill Payment- similar to
to that of a client. that of a Supplier.
Further customizations and tasks pertaining to VAT can be done under
Manage VAT (VAT > Manage VAT).
If you upgraded a company file to QuickBooks and wish to change from

VAT100 to VAT201 please refer to the Upgraders Guide.
8. Multiple Currencies
QuickBooks 2019 is multi-currency enabled. This means that you can sell
to clients and purchase from suppliers in currencies other than your
home currency.
Enabling multi currency
To setup Multi-currency you’ll first have to enable it under Edit /

Preferences / Multiple Currency. Important: This step cannot be
reversed. We suggest you do a backup before you enable multiple
currencies.
Note: QuickBooks reports will always report in your home currency.

If you selected South African Rand as your home currency then your
Income Statement, Balance Sheet, Trial balance and ageing reports,
stock reports, sales reports etc. will all report in Rand.
Updating and downloading exchange rate.
• To view your currencies, go to Company menu bar & select ‘Manage

currency’ and select currency list.
• You will notice that you can also download the latest currencies
under the Manage currency tab.
• You could also instruct QuickBooks as to when a certain currency

rate should ‘kick-in’.
• Be sure to make use of the currency calculator as this will come in

very handy.
Currency Calculator
Home Currency Adjustment
• The Home Currency adjustment screen will allow you to make

changes in the home currency value without changing the foreign
amount on Invoice or payment.
• You will use this to alter home currency values which will be
reflected on the income statement as a gain or loss.
Create a foreign customer
If you sell to customers that are in different currencies, follow these

steps:
STEP 1:
Go to the Customer Centre.
STEP 2:
From the Edit menu create a new customer. Type the customer name in
the Customer name field.
STEP 3:
Select the customer’s currency from the currency dropdown selection list.
Note: the exchange rate field the next time you create an Invoice or
receive a payment for the customer.
Exchange rate on Invoice
Exchange rate on receiving a payment
Note: The following features are disabled when multiple currencies are
enabled:
• Sales Order fulfilment worksheet (Accountant 2019).

• Creating Invoices in bulk.
9. Learning Centre
a. Home Page
Home Page | Insights | Company Snapshot | Customer snapshot |

Payments snapshot | Customer Centre | Collections Centre | Supplier
Centre | Lead Centre | Quick Start Centre | Income Tracker | Doc Centre |
Bill Tracker
When you open a company file in QuickBooks, the Home page is

displayed automatically. The QuickBooks Home page provides a big
picture of how all your essential business tasks fit together. Tasks are
organized into logical categories (Customers, Suppliers, Employees,
Company, and Banking) with workflow arrows to help you learn how tasks
relate to each other and to help you decide what
to do next.
Note: The work flow arrows indicate a logical progression of business
tasks in QuickBooks. However, these arrows do not restrict you from doing
tasks in a different order, or an order that works better for your business
needs.
To start a task, simply click the icon for the task you want to do. For example,
to create an invoice, click the Create Invoices icon.
b. Insights (on Home Page)

Bill Tracker
Insights is a split of the Home Page (Accessible by clicking on the tab

Insights - top of Home Page) The main objective of the Insights tab is to
monitor the health of your business.
Company Snapshot

Bill Tracker
Setup your own Company Snapshot dashboard to get real-time company

information and perform tasks from a single place.
STEP 1: To open the Company Snapshot, go to the Company menu and

click Company Snapshot.
STEP 2: Depending on your access permissions, you can add any of the
following content:
Income and Expense Trend

This section shows money going in and out of your business over time. It
gives you a quick snapshot of how your business is doing and lets you
compare monthly income and expenses.
Previous Year Income Comparison

This section shows how much money you’re making this year compared
to previous years for any or all accounts. You can view monthly, quarterly,
weekly, or yearly comparisons.
Account Balances
This section shows all bank, accounts receivable, accounts payable, credit
card, asset, liability, and equity accounts. You can add other accounts by
clicking Select Accounts.
Top Customers by Sales

This section shows who your top five customers are based on sales for a
given period of time.
Customers Who Owe Money

This section shows balances owed by customers.
More content
Double-click any reminder, account, customer, or supplier to view details
and perform tasks.
c. Customer Snapshot

Bill Tracker
Setup your own Customer Snapshot dashboard to get a consolidated

view of a customer that gives you an instant glance of their recent
invoices and payments, sales history, items they buy most often, and
other summary information all from one location.
Choose Company > Company Snapshot. Click the Customer Snapshot

tab. Depending on your access permissions, you can add any of the
following content. To preview available content, click the Add Content
button and page through the content gallery
Customer Summary
This area appears below the customer’s name on the left side of the
snapshot. It provides summary information about the customer you
select.
Sales Summary
This area shows the total sales for the selected customer. You also see
the sales for the same period in the previous year.
Recent Invoices
This area lists the last 10 invoices for the customer. QuickBooks displays
the date, invoice number, amount, and the open balance due.
d. Payment Snapshot

Bill Tracker
Setup your own Payments Snapshot dashboard to get real-time payment

information and perform tasks from a single place. Depending on your
access permissions, you can add any of the following content. To preview
available content, click the Add Content button and page through the
content gallery.
Quick Links
This section lets you add short-cut buttons for the tasks you use most
often, such as Receive Payments, Create Sales Receipts, Credits &
Refunds.
Receivables Report
This section displays summary and /or detailed views of standard
QuickBooks reports: Customer Balance, A/R Ageing, Sales by Customer,
Deposit Detail, and Unbilled Costs by Job. You can also search for
transactions and create reports in the Merchant Service Centre.
A/R by Ageing Period

This section shows how much each customer owes you and any balance
overdue by number of days. The data is the same as the Accounts
Receivables Graph available in the Report Centre. The bar graph shows
how much your customers owe you as of today, and how much is overdue
by up to 30, 60, 90, and over 90 days.
Recent Transactions
This section shows recent transactions your company has had with
customers. You can view all or individual transactions, and sort by most
recent transactions.
Customers Who Owe Me Money

This section displays a list of customers with outstanding invoices. The
due date is red for overdue invoices.
Payment Reminders
This section shows which customers have overdue invoices (and the total
Rand amount), money waiting to be deposited and memorized invoices.
Click the + symbol to view more detail for each category.
Recent Payments
This area lists the last 10 payments received from the customer.
Sales History
This section shows a sales history for a particular period of time, and
compares it to the same time in prior periods.
Best-Selling Items
This section shows the items the customer bought most for a specific
period.
e. Customer Centre
Bill Tracker
The Customer Centre will allow you to:
• See at a glance customer balances
• Create customer related transactions
• View history of customer transactions
• View customer information contact details etc.
The Customer Centre displays information about all of your customers

and their transactions in a single place.
To open the Customer Centre, choose Customers >Customer Centre Here

you can:
• Add or edit a customer
• Add or edit a job
• Delete or hide a customer or job
• Combine (merge) two customers or jobs
• Add or edit multiple customers or jobs
• Run a QuickReport or Open Balance report
• Find and edit customer transactions
• Manage customer collections
• View a snapshot of this customer
f. Collections Centre

Bill Tracker
The Collections Centre has been disabled due to the arrival of the Income
Tracker but can still be enabled under QuickBooks preferences >Sales &
customers.
The collections Centre helps you manage collecting payments from your
customers. It lists all overdue and almost due invoices in a single place.
You can send email reminders to one customer or many customers, and
it tracks customer notes about your collection efforts. To open the
Collections Centre: Choose Customers >Customer Centre. At the top of
the Customer Centre, click Collections Centre.
g. Supplier Centre

Bill Tracker
The Supplier centre will allow you to:

• See at a glance supplier balances
• Create supplier related transactions
• View history of supplier transactions
• View supplier information contact details etc.
h. Lead Centre
Bill Tracker
Use the Lead Centre to manage your sales prospects in one place. To
open the Lead Centre, choose Company > Lead Centre.
The Lead Centre has 3 panes:
• Use the leads list on the left to view and sort your leads.
• Use the Lead Information pane on the top right to review or
edit information about a selected lead.
• Use the tabs at the bottom right of the window to access to
do’s, contact and location information, and notes for individual
leads.
i. Quick Start Centre

Bill Tracker
The Quick Start Centre is the first page you will see once you’ve created
your company via the Express Start wizard.
The Quick Start Centre can be accessed from the Help menu even after
dismissing it the first time. The following three videos are available to
view on the Quick Start Centre: “Charge customers for money they owe
you” duration - 1:53 “Track bills that are due and those you paid” duration
- 1:41 “See how to get around QuickBooks” duration - 3:24
Be sure to view these tutorials if you are new to QuickBooks.
j. Income Tracker

Bill Tracker
The Income Tracker helps you stay on-top of your receivables by giving
you an end to end view of all income related transactions in one place.
The data is real-time and can be run without having to run a report first.
The result - hopefully to get paid faster! Batch print or email transactions
directly from Income Tracker menu list by filtering by customer or
transaction.
The Income Tracker (accessible from the Customer menu) is colour coded
which makes it easier to read. In the below example there are 31 Quotes
that have not been converted to Invoices - all needing action. There are
also 44 clients that need to be reminded of unpaid Invoices that need to
be actioned.
To filter Income Tracker to only show open Invoices for example you will
select Invoices under TYPE and select Open under STATUS
k. Doc Centre

Bill Tracker
The Doc Centre stores files/images you wish to access via QuickBooks
such as scanned Invoices, receipts, spreadsheets, technical product
illustrations, service level agreements etc. Documents stored on your
computer can now be accessed via the document center in QuickBooks
and also attached to outgoing emails sent from QuickBooks to
clients/suppliers.
You can:
• Add documents to the Doc Centre from your computer or
scanner
• Attach documents to QuickBooks records like invoices,
customers, and items
• View and add document details
• Search for documents
• Detach documents from records
• Remove documents from the Doc Centre
Below - additional files can be attached when emailing an Invoice from

QuickBooks.
Or original Supplier Invoices can be attached to Bills for cross referencing.
l. Bill Tracker
Bill Tracker
The Bill Tracker helps you stay on-top of your payables by giving you an
end to end view of all expenses related transactions in one place. The
data is real-time and can be run without having to run a report first. Print
bills directly from Bill Tracker menu list by filtering by Supplier or
transaction.
The Bill Tracker (accessible from the Supplier menu) is colour coded which
makes it easier to read.
• Simplify Supplier expense tracking by visualizing flow of

Supplier-related transactions
• Enable users to take immediate action on transactions
• Centralize Supplier forms creation & updating across Suppliers,
across transactions
10. FAQ’s
What should I do if I have trouble installing QuickBooks 2019?

• Verify that your system meets the minimum system requirements.
• Restart your computer.
• Close all open programs, including antivirus programs. Go to the
Windows Task Manager (Task List), click the Applications tab, and
close all open programs.
• Try installing QuickBooks again.
• If you need further installation assistance consult support
documentation available on our website, www.easybiztech.co.za or
phone 0861 726657 and listen for the support prompt.
What should I do if I can’t find my Licence Number or Product

Number?
Look for the sticker on your QuickBooks DVD folder. If you cannot find
the QuickBooks DVD folder but have QuickBooks installed on another
computer, you can find your Licence Number and Product Number as
follows:
• Start QuickBooks on the other computer and open a company file.
• Go to the Help menu and click About QuickBooks. Write down the
numbers that appear on this screen. Use these numbers for the new
installation or press F2 for Product information.
Can I install different versions of QuickBooks on the same computer?

Yes. You can install multiple versions of QuickBooks (for example
QuickBooks 2019 and QuickBooks 2010) on the same computer.
However, you cannot run two instances of QuickBooks on the same
computer at the same time.
Can I install QuickBooks on more than one computer?

You can install QuickBooks on a main computer and one additional
computer as long as you are the only person using QuickBooks on both
computers. For example, if you bought one copy of QuickBooks for your
office, you can install it on your home PC or laptop as well. This does not
violate the software licence agreement as long as you are the only person
using QuickBooks on both computers. However, if multiple users will be
accessing QuickBooks on multiple computers, then you must purchase an
additional licenced copy for each user.
What if I do not have Internet Explorer on my computer?
To use QuickBooks, you must have Microsoft Internet Explorer 6.0 or later
installed. If you do not have any version of Microsoft Internet Explorer
on your system, you can download the latest version (Internet Explorer
11) from www.microsoft.com
How do I register my copy of QuickBooks?

You can register online or by telephone - 0861 726 657.
How do I purchase additional user licences so I can add users to my

QuickBooks?
Please contact our sales team on +27 (0)10 203 4300.
What should I do if I forget my password?

QuickBooks 2004 and later releases support case-sensitive passwords. If
you believe you are entering the correct password, but are still getting
the message “The password you typed is incorrect”, your password may
include mixed-cased characters.
Try the following:

• Attempt to log in by entering the login name of Admin and then
click OK without typing a password.
• Enter your password with Caps Lock or Num Lock turned on or off.
• Enter password variations, using mixed upper and lower-case
characters.
• Enter the password with a space before or after the actual password.
• Type the password in a text editor to confirm that your keyboard is
functioning properly.
• Restore a pre-update backup of your file that does not have the
case-sensitive password. When you restore this file, you can set your
new administrator password at the end of the update process.
Our Support centre can perform a password removal on request.
Forgot your Admin password?

Password removal is chargeable if you do not have a valid Support contract
Please phone 0861 726 657 to speak to one of our support agents.
Note: Be sure to write down and save your administrator password in a
secure place. Passwords not only protect your company data, but are also
required to access your company file if you upgrade your version of
QuickBooks.
UPGRADE GUIDE
QuickBooks Pro,
Premier and
Accountant
2019
EasyBiz Technologies is an authorized local
Intuit QuickBooks partner in South Africa.
Thank you for upgrading to QuickBooks 2019
Whilst you may already be familiar with QuickBooks we encourage
Upgraders to consult with this guide - to help ensure a trouble-free
upgrade experience.
Have you made a backup as yet?

It is important to first make a back-up before proceeding with upgrade.
Once you have upgraded your data be sure to see that the Trial Balance,
Ageing Summary Reports and Chart of Accounts have pulled through
correctly.
What to know before you start upgrading your data
QuickBooks 2004 and prior:

You can upgrade directly to the latest version of QuickBooks, providing
your data is not older than version 13 (QuickBooks 2004). Company files
older than version 13 (QB 2004) must first be upgraded to QB 2006 (step-
up disk provided in upgrade pack). Should you be installing QB 2006 step-
up disk please run programme as administrator.
You will not be able to register the QB 2006 step-up disk as you will only use it
to upgrade your data and from there you can upgrade your data to QB
2017.
Set aside a few hours:

Installation takes about 20 to 30 minutes. The time taken to upgrade
your company file will depend on the size of your data file. Most files take
approximately 1 hour to upgrade.
Prepare file prior to upgrade:

QB 2006 and older - ensure there are no duplicate currencies in the
currency list as this will prevent the file from upgrading. Be sure to delete
duplicate Currencies (QuickBooks wont delete a currency if there are
transactions linked to it).
Tip: Tick ‘Include Inactive’ box when looking for duplicates
QB 2008, 2010, 2012 or 2013 - Invalid characters in the Company CK
field may prevent the file from upgrading. Be sure to remove the CK
number in your existing QuickBooks company file before upgrading.
Installing QuickBooks
STEP 1:
Shut down all running programs, including antivirus programs
temporarily.
STEP 2:
Insert the QuickBooks DVD in your computer’s CD-ROM drive.
Click Next to continue.

STEP 3:
Read or print the terms of the licence agreement before continuing.
Accept the terms of the licence agreement and click on Next to proceed.
STEP 4:
Select Custom and Network Options.
Select most relevant network option.

If the QuickBooks installation will be a stand-alone station (single user)
and not be installed on a network then you will select the default
recommended setting as indicated above.
However, if you are installing a client installation then you will select the
second option above.
You will choose option 3 if you are installing the database server
manager on the server or host computer. (This will not install the
application itself - only the database server manager). Click on Next to
proceed
STEP 5:
Licence and Product Numbers. Insert the licence number supplied on
purchase. Each user workstation will have a unique licence number.
Click on Next to proceed.

STEP 6:
You will see the following upon completion of installation:
Having trouble installing QuickBooks?
Download and install the QuickBooks install diagnostic tool and then try
again:
http://httpdownload.intuit.com/http.intuit/Downloads/Tools/QuickBook
sInstallDiag-nosticTool.exe
Upgrading your data
Now that you’ve installed the latest version of QuickBooks 2019, the next
step is to upgrade your company data:
STEP 1: Ensure you have a backup copy of your data before proceeding.
(Just in case the upgrade of your data file is interrupted for whatever
reason)
STEP 2: Open your version of QuickBooks from your desktop
QuickBooks may take a while to open the first time - be sure not to
interrupt it.
STEP 3:
On the ‘No company Open’ screen- go to File > Open or Restore
Company.
STEP 4:
Click Open a company file and then click Next.
STEP 5:
Browse to your data file, select it, and click Open.
STEP 6:
Upgrade confirmation screen. Tick the box presented to continue with
upgrade. Once you’ve upgraded your data you will not be able to open it
again in an older version unless you restore your backup prior to upgrade.
STEP 7:
QuickBooks will now start the upgrading process. The time of upgrade
will depend on your computer specifications and (or) size of data file.
STEP 8:
Specify your home country location.
STEP 9:
(Not applicable to users upgrading from QB 2008, 2010, 2012, 2013,
2014, 2015, 2016 and 2017). QB 2006 company files and older will ask
the user whether they were VAT registered or not. The aim is for
QuickBooks to file historic returns as the VAT was dealt with differently
in older versions. Should you be prompted - select No to prevent the
creation of adjusting journals further down the line.
STEP 10:
(Not applicable to users upgrading from QB 2008, 2010, 2012, 2013,
2014, 2015, 2016 and 2017) Specify whether the file that you’re
upgrading has any foreign currencies. (If you are not sure, say No -
Multiple currencies can always be set up once file is upgraded).
STEP 11:
QuickBooks reminds you to re-design templates and to setup your VAT if
you are upgrading from QuickBooks 2006 and older.
STEP 12:
File upgrade process is ready to begin. Be sure not to interrupt the
upgrade process (even if QuickBooks appears not to be responding). The
company file will open automatically once upgraded.
STEP 13:
DO NOT enter a date in the specified open field, select ‘OK’ and on the
next screen ‘Continue Anyway’.
STEP 14:
File upgrade process will continue
STEP 15:
Whilst data and file preferences are normally carried over – we
recommend you going over a ‘check list’ to ensure the upgrade was done
successfully.
• Chart of account listing in order

• Trial balance in balance
• Customer/Supplier Age analysis in order
• Customer/Supplier list in order
• Stock list in order
VAT Setup for Upgrade files
When should I be configuring my VAT?
You need not modify or Setup VAT if…
You are upgrading from QB 2012, 2013, 2014 or 2015 and were already
using the VAT201 return
OR
You were using the VAT100 return in QB 2010, 2012, 2013 or 2014 and
don’t want to cross over to VAT201
If however you are upgrading from QB 2006 and older then you will have
to setup your VAT.
This entails VAT adjustments and possible journals.
In the following example a customer was using VAT100 in QB 2010,

2012, 2013, 2014, 2015, 2016 or 2017and would like to starting using
VAT201
We recommend seeing the current VAT period through using VAT100

and crossing over to VAT201 at the start of the next VAT period. (This
will prevent having to ‘refresh’ transactions with new VAT codes down
the line).
STEP1:
Ensure a backup is done before proceeding
STEP 2:
Locate the VAT Menu and click on Manage VAT
STEP 3:
Because you’re currently using VAT100 and would like to change to
VAT201 you’ll click on Change VAT Setup
STEP 4:
In the VAT Setup Wizard select the option ‘Set up VAT for an additional
country that QuickBooks supports’
STEP 5:
Click on Finish
STEP 6:
In the Create Taxes window, select South Africa
STEP 7:
Click on OK
The Setup VAT Wizard would’ve done the following:
• Created Supplier SARS (Receiver of Revenue)

• Created VAT codes: C (Capital), SSA (Standard Sales &
Purchases), ESA (Exempted Sales & Purchases), SI (Standard
Import Purchases), ZSA (Zero Rated Sales
• & Purchases)
• Created VAT Control (SA) Other Current Liability Account
STEP 8:
Assign VAT Codes. The next step would be to instruct QuickBooks which
VAT codes to use for Customers, suppliers, Items and Accounts (As you’ll
have 2 sets now - original VAT codes and new VAT codes). Under the
Manage VAT click on Assign VAT Codes.
STEP 9:
Click on Bulk Change
STEP 10:
Backup - You’ll be prompted to do a backup - if you have not already then
please do so - alternatively click No to skip.
STEP 11:
The objective is to assign new VAT codes which will result in the former
codes being replaced. (This will not affect historic transactions - it will
update lists only) In the following example, we’re replacing the old VAT
code S with the new VAT code SSA. We’re instructing QB to make this
change for Items, Customers, Suppliers and Accounts.
Click Next to make changes

STEP 12:
QuickBooks will update selected lists - a summary report will be displayed
once completed.
Click on OK when done.

STEP 13:
Be sure to make the old VAT codes Inactive under Lists > VAT Code Lists.
(Using those codes in new transactions will post VAT to the old VAT
control account and not the VAT Control (SA). For this reason you may
want to plan the switching over from VAT100 to VAT201 and the
assigning of New VAT Codes to the beginning of a new VAT period.
Note: Should you require assistance with updating your VAT settings to
the revised 15%, please contact our support team on 0861 726 657.

User Upgrade Guide 2019

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INSTALLATION & SETUP GUIDE

You get the latest version of QuickBooks

Access to every update, as it happens

Unlimited telephonic and email support

Access to the EasyBiz Perks Portal

Contact our support team on 086 172 6657, email

Trademarks and Patents

1 Hardware & Software requirements ..........................................................1

SECTION 2: UPGRADE GUIDE

11 What to know before you start ............................................................... 47

1.1 Processor, memory, and disk space

• At least 2.0 GHz Pentium 4 processor for a client (2.4GHz recommended)

1.2 Additional hardware and software

Operating systems supported (U.K. versions with Regional Language set to

• Windows 8 (32 and 64 bit)

1.3 Microsoft Office Integration

Note: Office 2013 Click-to-Run is not compatible. Office Click-to-Run executes

1.3.2 Letter writing

1.3.3 Contact Synchronization with MS Outlook

1.3.4 QuickBooks Statement Writer with MS Excel

If firewall software is running while you install QuickBooks, you will be

Also, some firewall and antivirus software can affect QuickBooks

1.6 Multi-user installation requirements

1.7 Network setup: For network hosting setup

For dedicated server setup

1.8 Set up QuickBooks for multiple users

QuickBooks uses a service to manage company file access:

QuickBooks 2019 uses QuickBooksDB29

There are 3 hosting methods:

In Not Hosting mode:

QuickBooks Database Manager runs as a normal process, as a Windows user

In Hosting Local Files only mode:

QuickBooks Database Server Manager runs as a Windows service named

Multi-user mode is supported, using TCP/IP to communicate with QuickBooks.

In Hosting Local & Remote files mode:

QuickBooks Database Manager runs as a normal process, as the currently

How QuickBooks determines which database server to communicate with:

QuickBooks determines whether the .qbw file is in use.

> If it is successful, QuickBooks opens the company file.

Set Windows access permissions to share company files

Win 7 and Win 8

QBDataServiceUser also needs access

Note: The specific QBDataServiceUser for your version of QuickBooks

Setting Read/ write permissions:

Click on Next to proceed.

Having trouble installing QuickBooks?

Download the QuickBooks Install Diagnostic Tool and try again.

“Why is there a comma instead of a point in my amounts?” “When I

STEP 1: Open the windows Control Panel

STEP 1: Open QuickBooks from desktop

Initial opening of programme may be slow (Try not to interrupt it)

STEP 3: Express Start or Detailed Start?

For a quick startup choose Express Start.

VAT Scheme = Standard Scheme

Country = South Africa

Click Next to proceed

Enter your company information

Review your Chart of Accounts

If you used the Detailed Start Interview, a chart of accounts based on

Numbering your accounts

Some businesses prefer to organize their accounts by number. Adding

Create your customer, supplier, and item lists

In the past users had to create items, customers, suppliers or accounts

You can easily copy and paste information: