Installing QuickBooks

Installation Checklist

Before You Begin:  

• Verify that you have the required software:

• Windows XP or later

• QuickBooks 2003 or later (QuickBooks Pro or QuickBooks Premier)

• MANAGESM

2. Verify that you have:

• QuickBooks media (DVD) and License

• Any documentation or instruction sheets that came with the media (DVD)

Setup Outline:

1. Close any programs that might impact on the installation process.

2. Install QuickBooks (QuickBooks Pro or Premier 2003 or later) by inserting the media (DVD) into your drive and following the on-screen instructions and by referring to any documentation or instructions that came with the media (DVD).

3. Install MANAGE SM by inserting the media (DVD) into your drive and following the on-screen instructions.

4. Start QuickBooks.

5. Set up QuickBooks, including:

• • Create a new company of company type Service Business in QuickBooks

  • Set up accounts and items

  • Set sales tax rates

  • Refer to Setting Up QuickBooks.

6. Start MANAGE SM.

7. Set the Labor and Part Tax Rates in the Company Setup window in MANAGE SM. Refer to Setting Up MANAGE SM.

8. Activate QuickBooks accounting integration. Refer to Activating Accounting Integration in MANAGE SM.

9. Proceed with your normal MANAGE SM activities, such as, creating estimates and posting orders. As activities create accounting information, the information is sent to QuickBooks.

Warning: Changing company files in QuickBooks, when QuickBooks is integrated with MANAGE SM, can negatively impact MANAGE SM. Either close MANAGE SM or disable accounting integration before opening a different company file.