QuickBooks® Desktop Installation Guide
Included in this guide are instructions for installing the trial version of QuickBooks Desktop. Also included are instructions for toggling to the Pro edition of the software (necessary for some users), as well as a Common Questions section.
QUICKBOOKS ONLINE USERS: If you're taking a QuickBooks Online class, go here for instructions on setting up your Intuit QuickBooks Online account.
Install QuickBooks Desktop | Activate Your Trial | Toggle to the Pro Edition | Common Questions
The trial software is available via the Intuit website using a service called SheerID. Most students are instantly verified after completing the steps as outlined. If you aren't instantly verified, or your school has been added as a custom school, you will go through a second-level verification process that can take about 20 minutes.
This guide is designed for college, university, and trade-school students. If you are a high-school student, your teacher will complete the educator registration.
NOTE! Your trial software is for use on a Windows PC. It cannot be installed on Mac computers or mobile devices using the iOS or Android operating systems. Go here for more information on QuickBooks system requirements.
At this stage you will either be instantly verified:
Or you will be asked to provide additional information:
Second-Level Verification
Acceptable documents include a class schedule, transcript, tuition receipt, or any official document that shows your full name, school name, and a date within the last three months. Save the file in an accepted format: BMP, GIF, JPG, PNG, or PDF.
IMPORTANT! Ensure the scan is legible (not fuzzy). The documentation must show your full name and match the name used on the verification form (step 1). Black out or otherwise disguise all confidential information, such as your social security number or banking details.
The following message will display. If the document meets the requirements, you will receive an email with a link to download the software, as well as the license and product numbers. Continue with step 8.
If it doesn't, you will need to resubmit a request for assistance through SheerID.
The software will download. How it is displayed and accessed depends on your Internet browser. This guide shows Google Chrome.
If you wish, you can view the How to Install QuickBooks video before continuing to the next step.
The Intuit Download Manager begins downloading the software to your computer.
The Intuit Desktop Installer window displays.
Enter the specific license and product numbers sent to you (not the Xs shown in this example).
The QuickBooks Destkop Installer begins installing the software. It can take a little time, so be patient!
QuickBooks Destkop opens with the No Company screen displayed. You may continue to the next topic.
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The first time you open a company file in QuickBooks, you will be asked to active the software. You have 30 days to complete this task.
Here is an example. Be sure to enter your own information and a secure password!
You must enter a company name to activate your copy of QuickBooks. If you don't have a company, enter your own name in the Company Name field.
You may continue to the next topic.
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Your trial software defaults to the Accountant edition. If you are using a Labyrinth QuickBooks Desktop book for 2019 or earlier and your classroom is using Quick Grader, you must toggle to the Pro edition of the software every time you start QuickBooks. Even if your classroom does not use Quick Grader, toggling to Pro ensures your screen fully matches the illustrations and instructions in your book.
Note! If you're using a Labyrinth QuickBooks Desktop 2020 or Payroll Accounting book, there's no need to toggle to Pro.
It will take a few moments for QuickBooks to toggle to Pro. The title bar will show that you are toggled to the correct edition.
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Why do I have to download and install the software, isn't it the same thing? Downloading the software pulls a package from the Internet and places it on your computer. Installing essentially opens that package and sets up the software for use.
Do I have to toggle to the Pro edition? If you are using a QuickBooks Desktop book (2019 and earlier) and Quick Grader, you must toggle to Pro so the system can grade the reports you submit. This also ensures your screen matches the illustrations in the book. Remember to toggle to Pro every time you start QuickBooks. If you're using a QuickBooks Desktop 2020 or Payroll Accounting book, you don't need to toggle to Pro.
What if I am taking a QuickBooks course and a Payroll course at the same time? You only need one installation of the software for both courses.
What if I am taking a QuickBooks course and a Payroll course in different semesters? Intuit allows you to receive one student license during a 12-month period. If you request a second trial license within 12 months, you may be rejected; for assistance, contact Intuit Education Support.
How do I use the QuickBooks trial software with my Payroll Accounting textbook? Refer to your "Payroll Accounting" resource center or eLab course for guidance.
What if I’m using a Mac? Your QuickBooks trial software is for use on Windows-based PCs. It cannot not be installed on Mac computers or mobile devices using the iOS or Android operating system. While Intuit does offer a QuickBooks Desktop for the Mac, they do not provide it to students for free and the files provided with this course will not work with it. For more information about QuickBooks Desktop Mac versions, visit the Intuit website.
Labyrinth Learning cannot provide technical support for QuickBooks trial software. Intuit Education provides the following support options.
Article ID: 240
Created On: Tue, Jul 26, 2016 at 3:37 PM
Last Updated On: Tue, Nov 15, 2022 at 10:36 AM
Authored by: Amy Sorensen [Amy.Sorensen@cccs.edu]
Online URL: https://kb.ccconline.org/article.php?id=240