How to Setup QuickBooks Desktop for the First Time

4 . Customize the design and the layout. Look for the Use Logo Checkbox and see if
your logo looks nice and does not get cropped while you use it in the invoice.
Step 7: Import your contacts to QuickBooks
• Making it easy to import the contacts, QuickBooks ensures that you are ready-todo
for everything.
• Click on Company> More> Import Data and then select Customers or Vendors (It
depends on whose data you want to import).
• The data of customer and vendor can be uploaded in the form of an Excel or CSV
file. Once the file is imported, QuickBooks will automatically extract data.
• But while copying the data, QuickBooks do some errors. Once you have filled all the
data correctly, you can Continue and review the data.
Tips for the First time QuickBooks users
If you are using QuickBooks for the first time, then you should make sure that while using
certain tools, you need to follow some tips:
• Avoid using invoices and estimates: As a first time user, you should avoid using invoices
and estimates on QuickBooks until and unless you are completely familiar with the
software. All the accounting activities are posted automatically when you use these
functions. Once you know how the amounts are generated on QuickBooks, you can start
using in-built invoices and estimates that will help you make your business QuickBooks
account highly accurate.