📝 Quick Start Guide: Getting Started with QuickBooks Premier™ (Without the

Author: 7aab1af537

07 July 2025

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So, you just installed QuickBooks Premier™ Desktop — great choice. Whether you’re switching from spreadsheets or upgrading from another version of QuickBooks, this guide will walk you through the first essential steps.

You don’t need to be a CPA to set this up right. You just need a roadmap.

🔹 Step 1: Create or Open Your Company File
Open QuickBooks Premier and click:

“Create a new company” if you're starting fresh

“Open or restore an existing company” if you’ve been given a .QBW file

Follow the EasyStep Interview to enter basic details like:

Company name & EIN

Fiscal year start

Industry (for chart of accounts templates)

Need help during setup? Call +1-888-375-8021 for live U.S.-based support or visit https://biziblaze.com

🔹 Step 2: Customize Your Chart of Accounts
Your chart of accounts is the backbone of your reporting.
You can:

Add custom accounts (e.g., Marketing, Loan Payable)

Merge duplicates

Set account numbers for easier tracking

To edit: Lists > Chart of Accounts > Right-click > Edit

If you're not sure what to keep or remove, Biziblaze can walk you through a setup session.

🔹 Step 3: Turn On the Features You Need
Go to Edit > Preferences to:

Enable inventory tracking

Set up payroll

Turn on multi-user mode

Choose email integration

Set reminders for bill pay, bank deposits, etc.

QuickBooks Premier is powerful — but only if you activate the tools that match your workflow.

🔹 Step 4: Add Your Customers, Vendors & Items
From the top menu, select:

Customers > Customer Center

Vendors > Vendor Center

Lists > Item List for products/services

You can also import these via Excel or .CSV using the File > Utilities > Import function.

Need help importing cleanly? Biziblaze support makes it easy: https://biziblaze.com

🔹 Step 5: Connect Your Bank and Credit Cards
QuickBooks Premier lets you import bank activity via:

Web Connect (.QBO files)

Manual CSV uploads

Third-party sync tools (check compatibility)

Make sure to reconcile accounts regularly using Banking > Reconcile.

🔹 Step 6: Set Up Payroll (If Needed)
QuickBooks Premier includes built-in payroll features if you subscribe:

Go to Employees > Payroll Setup

Choose Assisted or Enhanced Payroll

Enter employee details, taxes, pay schedules, and more

📞 Payroll acting up? Call +1-888-375-8021 for same-day resolution

🔹 Step 7: Create Invoices & Start Billing
To send your first invoice:

Customers > Create Invoices

Choose customer, item, rate, terms

Customize the template with your logo

Click Email to send it directly, or Print if you prefer hard copies.

🔹 Step 8: Backup Before You Break It
Before you experiment, run a backup:
File > Backup Company > Create Local Backup

Name it clearly (e.g., “First Setup Backup - July 2025”)
This lets you restore to a clean version if needed.

💬 What If Something Goes Wrong?
That’s where Biziblaze comes in.

We help first-time QuickBooks Premier users every day with:

Installation and setup

File recovery

Error troubleshooting

Payroll configuration

Upgrade planning

📞 Speak to a Premier™ support specialist now at +1-888-375-8021
🌐 Or visit https://biziblaze.com to start a chat, book a callback, or browse our how-to library

✅ Start Smart. Scale Easy.
With QuickBooks Premier™, you have pro-grade tools at your fingertips. The key is setting things up right from Day 1 — and having expert help when you hit a roadblock.

Call +1-888-375-8021 if you ever feel stuck. Biziblaze is here to help your business thrive with QuickBooks Premier, from the first invoice to your year-end reports.
george


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