QuickBooks Pro or Premier and pay a monthly subscription fee for continued access to the product.

Before doing any troubleshooting on your QuickBooks product, it is important to know the version and release so you can update QuickBooks as needed. Choose your QuickBooks product from the list to learn how to check its version and release and how to update it if necessary. • • • • • • *US only. QuickBooks Desktop (Pro, Premier, or Enterprise) • To know the version and release, while on QuickBooks, press F2. On the Product Information window, check the Product line. • To update QuickBooks Desktop for Windows, see To know the version of QuickBooks last used to open your file. • While on QuickBooks Desktop, press F2 or Ctrl+ 1.

• In the Product Information window, find the Versions Used on File section. • The most recently used version is shown at the bottom of the list: Code Version V28 QuickBooks Desktop 2018 V27 QuickBooks Desktop 2017 V26 QuickBooks Desktop 2016 QuickBooks for Mac • To see the version and release, while on QuickBooks Desktop, go to the Help menu > Product Information. How to stop mac from asking for password.

• To update QuickBooks Desktop for Mac, see QuickBooks Statement Writer (QSW) • To check the version and release: • While on QuickBooks Desktop, go to the Reports menu > QuickBooks Statement Writer (QSW). • When the program opens, choose Help > About QuickBooks Statement Writer. The version information is found in the About Window. • To update your QuickBooks Statement Writer • Open QuickBooks Statement Writer. • Select the Help Center > Update. QuickBooks Basic or Enhanced Payroll • To check the payroll version: • While on QuickBooks Desktop, go to the Employees menu > Payroll Center. • Select the Payroll tab to see the Subscription Status window.

• To download the latest payroll update, see QuickBooks Point of Sale (POS) • To check the POS version and release, go to the Help menu > About Point of Sale. The edition and version appear in the Product line at the top. • To update QuickBooks Point of Sale, see. QuickBooks Merchant Services or QuickBooks Payments There is no version or release available for Merchant Services or Payments since QuickBooks is only used as an entry point to the Merchant Services (IMS) server.

Setting Up Items in QuickBooks • • How to Setup Items in QuickBooks for Mac Setting up your items in QuickBooks for Mac is very similar to setting them up in the Pro and Premier editions of QuickBooks. You can set them all up in one sitting, or create them in the Invoice or Estimate windows as the need for them arise. Go to the List menu at top menu bar, and click Items. At bottom left plus sign in new popup window, click the dropdown button, and select New Item Step 3. In the Type column, select the proper type for the item you are setting up. If you are service-based, select service.

If you are product-based, select Inventory Part for the items you sell that you will need to keep track of, and Non-Inventory Part for the purchases you make that you will not need to track. Fill in the other fields with the Item Name or Number,, description of product or service, Account (Chart of Account to link to - usually an Income Account), etc. If you are tracking inventory, and thus selected Inventory Part, fill in the relevant information and pay special attention to the selections you make. You will be able to edit and adjust the quantity and all other relevant information in the Edit Item window, but you WILL NOT be able to change the 'Item type'. 'Cost of Goods Sold' and 'Inventory Asset' are already prefilled in QuickBooks.