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QuickBooks Accountant Desktop 2020: How to Get Started



How to Download QuickBooks Accountant Desktop 2020




If you are an accountant or a bookkeeper who works with multiple clients, you might be looking for a reliable and efficient accounting software that can help you manage your clients' books and streamline your workflow. One of the best options available in the market is QuickBooks Accountant Desktop 2020, a desktop accounting solution designed exclusively for accountants. In this article, we will explain what QuickBooks Accountant Desktop 2020 is, what are its features and benefits, what are the system requirements for running it, how to download it, and how to use it.


What is QuickBooks Accountant Desktop 2020?




QuickBooks Accountant Desktop 2020 is a version of QuickBooks Desktop that is specially tailored for accountants who work with multiple clients. It allows you to access all QuickBooks editions in one software package, including Pro, Premier, Enterprise, and Mac. It also gives you access to powerful accountant tools that can help you find and fix errors, delete or reclassify transactions, write off invoices, transfer files, and more. With QuickBooks Accountant Desktop 2020, you can also collaborate with your clients seamlessly using the Accountant's Copy feature, which lets you work on your own copy of your client's file while they work on theirs.




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Features of QuickBooks Accountant Desktop 2020




Some of the key features of QuickBooks Accountant Desktop 2020 are:


  • Accountant Toolbox: This feature gives you quick access to your most essential tools from your clients' QuickBooks Pro or Premier, remotely or in a hosted setup. You can access tools like Client Data Review, Batch Delete/Void Transactions, Batch Enter Transactions, Batch Reclassify Transactions, Write Off Invoices, Fix Unapplied Customer Payments and Credits, Fix Unapplied Vendor Payments and Credits, Troubleshoot Prior Account Balances, Working Trial Balance, and more.



  • Client Data Review: This feature helps you find and fix client entry errors faster and easier. You can review transactions by account or type, reclassify transactions in batch, write off invoices in batch, clear up undeposited funds, fix sales tax discrepancies, troubleshoot inventory issues, review list changes, and more.



  • Accountant's Copy: This feature allows you to work on your own copy of your client's file while they work on theirs. You can make adjustments to prior periods without affecting the current period. You can also transfer files seamlessly using the Accountant's Copy File Transfer Service, which sends files through secured Intuit servers.



  • Multi-Monitor Mode: This feature allows you to view and access multiple client files and work how you're most comfortable. You can tailor your office for enhanced efficiency and productivity with up to three monitors.



  • Multi-Instance: This feature allows you to save time by working in two company files at the same time. You can compare reports, enter transactions, or run different processes in each file.



  • Search Auto-Fill: This feature helps you locate items, accounts, and clients faster with search auto-fill. You can also search a range of values for fields like date, amount, or number.



  • Report Filters: This feature helps you customize and filter reports to show only the data you need. You can also apply multiple filters to a single report, and view the applied filters on the report screen.



  • Insights Dashboard: This feature helps you get a quick overview of your clients' business performance and key metrics. You can also customize the dashboard to show the information that matters most to you and your clients.



Benefits of QuickBooks Accountant Desktop 2020




Some of the benefits of QuickBooks Accountant Desktop 2020 are:


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  • Save time and increase efficiency: With QuickBooks Accountant Desktop 2020, you can work faster and smarter with tools that automate and streamline your accounting tasks. You can also work in multiple files and monitors at the same time, and easily switch between clients and editions.



  • Improve accuracy and quality: With QuickBooks Accountant Desktop 2020, you can reduce errors and discrepancies with tools that help you find and fix issues in your clients' books. You can also ensure data integrity with the Accountant's Copy feature, which allows you to make adjustments without affecting your clients' work.



  • Enhance collaboration and communication: With QuickBooks Accountant Desktop 2020, you can work seamlessly with your clients using the Accountant's Copy File Transfer Service, which sends files securely through Intuit servers. You can also share insights and reports with your clients using the Insights Dashboard, which shows key business metrics and trends.



  • Grow your practice and profitability: With QuickBooks Accountant Desktop 2020, you can expand your service offerings and attract more clients with access to all QuickBooks editions in one software package. You can also leverage the QuickBooks ProAdvisor Program, which gives you access to training, certification, support, discounts, and marketing resources.



System Requirements for QuickBooks Accountant Desktop 2020




Before you download QuickBooks Accountant Desktop 2020, you need to make sure that your computer meets the minimum system requirements for running the software. Here are the system requirements for QuickBooks Accountant Desktop 2020:


Operating Systems




You need to have one of the following operating systems installed on your computer:


  • Windows 10, all editions including 64-bit, natively installed



  • Windows 8.1 (Update 1), all editions including 64-bit, natively installed



  • Windows Server 2019, Standard and Essentials



  • Windows Server 2016, Standard and Essentials



  • Windows Server 2012 R2, Standard and Essentials



  • Windows Server 2012, Standard and Essentials



  • Windows Small Business Server 2011, Standard and Essentials



Hardware and Software




You need to have the following hardware and software specifications on your computer:



Hardware/SoftwareMinimum Requirement


Processor2.4 GHz minimum


RAM4 GB minimum, 8 GB recommended


Disk space2.5 GB of disk space (additional space required for data files)


Optical drive4X DVD-ROM drive required for CD installations (unless QuickBooks is downloaded from Intuit server)


Screen resolution1280x1024 or higher screen resolution recommended. Up to three monitors supported.


Internet connectionA high-speed internet connection is required for online features such as payroll services, banking services, online backup, etc.


BrowsersThe latest version of Internet Explorer is required for some features such as payroll services.


Email programA compatible email program such as Microsoft Outlook or Gmail is required for emailing invoices, reports, etc.


Data import/exportA compatible spreadsheet program such as Microsoft Excel or Google Sheets is required for importing/exporting data.


Pdf readerA compatible pdf reader such as Adobe Acrobat Reader is required for viewing pdf files.


Firebase Cloud Messaging (FCM)An FCM account is required for using the QuickBooks Desktop Mobile app.


How to Download QuickBooks Accountant Desktop 2020




Now that you have checked the system requirements for QuickBooks Accountant Desktop 2020, you are ready to download the software and install it on your computer. Here are the steps to download QuickBooks Accountant Desktop 2020:


Step 1: Visit the official website of QuickBooks




The first step is to visit the official website of QuickBooks at . This is where you can find all the information and resources about QuickBooks Accountant Desktop 2020, such as features, pricing, support, and more.


Step 2: Choose the right plan for your needs




The next step is to choose the right plan for your needs. QuickBooks Accountant Desktop 2020 offers two plans: QuickBooks Accountant Desktop Plus 2020 and QuickBooks Accountant Desktop ProAdvisor Premium 2020. The main difference between the two plans is that the Plus plan includes an annual subscription to QuickBooks Accountant Desktop software, while the ProAdvisor Premium plan includes a membership to the QuickBooks ProAdvisor Program, which gives you access to additional benefits such as training, certification, support, discounts, and marketing resources. You can compare the two plans and their features on the website and choose the one that suits your needs and budget.


Step 3: Enter your payment details and confirm your order




The third step is to enter your payment details and confirm your order. Once you have chosen your plan, you will be directed to a secure checkout page where you can enter your billing information, such as your name, email address, phone number, credit card number, etc. You can also review your order summary and apply any promo codes or discounts if available. After you have entered your payment details and agreed to the terms and conditions, you can click on the "Place Order" button to complete your purchase.


Step 4: Download and install the software on your computer




The final step is to download and install the software on your computer. After you have placed your order, you will receive a confirmation email with a link to download QuickBooks Accountant Desktop 2020. You can also download the software from your Intuit account by logging in at . Once you have downloaded the software, you can follow the instructions on the screen to install it on your computer. You will need to enter your license number and product number during the installation process. You can find these numbers in your confirmation email or in your Intuit account. After you have installed the software, you can activate it by registering it online or by phone.


How to Use QuickBooks Accountant Desktop 2020




Congratulations! You have successfully downloaded and installed QuickBooks Accountant Desktop 2020 on your computer. Now you are ready to use it for managing your clients' books and growing your practice. Here are some tips on how to use QuickBooks Accountant Desktop 2020:


Set up your company file and preferences




The first thing you need to do is to set up your company file and preferences. A company file is where you store all your accounting data for your practice. You can create a new company file or open an existing one from the File menu. You can also customize your preferences for various settings such as accounting, payroll, taxes, reports, etc. from the Edit menu.


Access your accountant toolbox and client data review tools




The next thing you need to do is to access your accountant toolbox and client data review tools. These are the tools that make QuickBooks Accountant Desktop 2020 unique and powerful for accountants. You can access them from the Accountant menu or from the toolbar at the top of the screen. You can use these tools to perform various tasks such as finding and fixing errors, deleting or reclassifying transactions, writing off invoices, transferring files, etc.


Work with your clients' files and make adjustments




The main thing you need to do is to work with your clients' files and make adjustments. You can open multiple client files at the same time using the multi-instance feature. You can also work on your own copy of your client's file while they work on theirs using the accountant's copy feature. You can make adjustments to prior periods without affecting the current period. You can also transfer files securely using the accountant's copy file transfer service.


Generate reports and insights for your clients




The last thing you need to do is to generate reports and insights for your clients. You can create and customize various reports such as profit and loss, balance sheet, cash flow, budget, etc. from the Reports menu. You can also filter and sort the reports by various criteria such as date, amount, account, etc. You can also access the insights dashboard from the Home page, which shows you key metrics and trends for your clients' business performance. You can share these reports and insights with your clients by emailing them or exporting them to pdf or excel formats.


Conclusion




QuickBooks Accountant Desktop 2020 is a powerful and efficient accounting software that can help you manage your clients' books and grow your practice. It offers you access to all QuickBooks editions in one software package, as well as exclusive accountant tools that can help you find and fix errors, delete or reclassify transactions, write off invoices, transfer files, and more. It also allows you to work seamlessly with your clients using the accountant's copy feature, which lets you work on your own copy of your client's file while they work on theirs. It also helps you generate reports and insights for your clients using the report filters and the insights dashboard. With QuickBooks Accountant Desktop 2020, you can save time, improve accuracy, enhance collaboration, and increase profitability.


FAQs




Here are some frequently asked questions about QuickBooks Accountant Desktop 2020:


  • Q: How much does QuickBooks Accountant Desktop 2020 cost?



  • A: QuickBooks Accountant Desktop 2020 offers two plans: QuickBooks Accountant Desktop Plus 2020 and QuickBooks Accountant Desktop ProAdvisor Premium 2020. The Plus plan costs $349 per year and includes an annual subscription to QuickBooks Accountant Desktop software. The ProAdvisor Premium plan costs $549 per year and includes a membership to the QuickBooks ProAdvisor Program, which gives you access to additional benefits such as training, certification, support, discounts, and marketing resources.



  • Q: How many clients can I work with using QuickBooks Accountant Desktop 2020?



  • A: You can work with an unlimited number of clients using QuickBooks Accountant Desktop 2020. You can also access all QuickBooks editions in one software package, including Pro, Premier, Enterprise, and Mac.



  • Q: How do I get support for QuickBooks Accountant Desktop 2020?



  • A: You can get support for QuickBooks Accountant Desktop 2020 by contacting the Intuit customer care team by phone or chat. You can also visit the Intuit website at for more resources such as articles, videos, webinars, forums, etc.



  • Q: How do I update QuickBooks Accountant Desktop 2020?



  • A: You can update QuickBooks Accountant Desktop 2020 by downloading and installing the latest updates from the Intuit website at . You can also set up automatic updates from the Help menu in the software.



  • Q: How do I uninstall QuickBooks Accountant Desktop 2020?



  • A: You can uninstall QuickBooks Accountant Desktop 2020 by following the instructions on the Intuit website at . You will need to have your license number and product number handy before you uninstall the software.



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