Umhlahlandlela ophelele we-QuickBooks ye-Mac: ukufakwa, ukusetha, nokusetshenziswa

Uma usebenza ku-Mac futhi ufuna ukugcina izimali zakho zisebenza njengewashi, i-QuickBooks Desktop ye-Mac kanye ne-QuickBooks Online yizinketho ezimbili ezinamandla zokuphatha ukubalwa kwezimali kwebhizinisi lakho. Lo mhlahlandlela uzokukhombisa, ngendlela ecacile nesebenzayo, indlela yokufaka, ukulungisa, nokusebenzisa i-QuickBooks kukhompyutha yakho ye-Apple, kanye nendlela yokukhipha ngesandla nokufaka kabusha uma kudingeka. Umgomo uwukukwenza uqale kahle futhi ugweme noma yiziphi izimanga ngedatha yakho..

Yize kugxilwe ku-macOS, sifaka nezinyathelo ezilinganayo zeWindows ezivela emibhalweni yasekuqaleni, ngoba abantu abaningi basebenza ngazo zombili izinhlelo ehhovisi noma bekude. Asishiyanga lutho ngaphandle: izidingo, ukufakwa, ukwenza kusebenze, ukugcinwa, kanye nezinye izindlela zamafu.

Iyini i-QuickBooks Desktop futhi kungani kufanele uyikhathalele ku-Mac?

I-QuickBooks Desktop iyisofthiwe ye-accounting ephelele eyenzelwe ama-SME, ama-freelancers kanye neminyango yezezimali ukuze ilandele kalula ukuthengiswa, okuthengiwe, amabhange, izintela kanye neholo. Amandla ayo nokuzinza kuyenza ifaneleke uma ukhetha ukusebenza endaweni ku-Mac yakho. futhi sigcine ukulawula okuqondile kokufaka, amafayela, nokusebenza.

Uma uzibuza ukuthi ingabe kufanelekile ukuyifaka, impendulo ngokuvamile inguyebo emabhizinisini amaningi adinga imibiko ethembekile, ukulawula komsebenzisi, nezici zobungcweti. Ukhiye ukukhetha i-edishini efanele (Pro, Premier noma Enterprise) kuye ngosayizi nezinqubo zenkampani yakho, futhi uqale uhlole ukuthi iqembu lakho liyahlangabezana yini nezidingo.

Ngaphambi kokufaka: amaphuzu abalulekile okufanele uwahlole

Ukuhlelela imizuzu emihlanu kongela amahora obunzima. Ngaphambi kokuthi uqale ukufaka, buyekeza lezi zici futhi uzilungiselele. Uzogwema izingqinamba futhi ube nokusetshenziswa okuhlanzekile.

1. Izidingo zesistimu: Qinisekisa kuwebhusayithi esemthethweni ye-Intuit ukuthi i-Mac yakho ihlangabezana nobuncane benguqulo ye-macOS, inkumbulo, kanye nezidingo zesikhala sediski enguqulweni yakho ye-QuickBooks Desktop ye-Mac. Ku-Windows, yenza okufanayo uma usebenza endaweni exubile.
2. Uhlobo lwebhizinisi: Cabanga ngokuthi yiziphi izici ozidingayo (impahla, amaphrojekthi, imibiko ethuthukisiwe, abasebenzisi abaningi). Lokhu kuzokusiza ukuthi unqume ukuthi iyiphi i-edishini elingana kahle kakhulu.
3. Ukuhlela okulungile: Khetha i-Pro, Premier noma Enterprise kuye ngevolumu nobunkimbinkimbi. Ukukhetha ngokuhlakanipha manje kuvimbela ukufuduka okungadingekile kamuva.
4. Irisidi: Yiba ne-imeyili enesiqinisekiso, inombolo yomkhiqizo, nenombolo yelayisense lapho. Uzowadinga ukuze asebenze.
5. Abasebenzisi nokufinyelela: Nquma ukuthi ubani ozoyisebenzisa nokuthi yiziphi izimvume. I-QuickBooks ikuvumela ukuthi uchaze izindima zabanikazi, ama-accountant, nabasebenzi bokuphatha.
6. Isipele: Yenza isipele idatha yakho ebalulekile ngaphambi kokufaka noma ukubuyekeza. Ukuba nesipele kukusindisa uma kukhona okungahambi kahle..
7. Ukuxhumeka kwe-inthanethi: Qiniseka ukuthi unokuxhumana okuzinzile ukuze ulande isifaki, uqinisekise ilayisense, futhi usebenzise izibuyekezo.
8. Izimvume zokufaka: Faka nge-akhawunti enamalungelo omlawuli ku-Mac yakho (noma ku-Windows uma kusebenza).
9. Izahluko ezedlule: Uma uthuthukela kwenye inguqulo, qinisekisa ukuhambisana bese ulandela isilekeleli esinconyiwe ukuze uthuthe ifayela lenkampani yakho ngokushelela.
10. Ukwakheka okuyisisekelo: Uma kungokokuqala ngqa usebenzisa isofthiwe yokubala, zinike isikhathi sokujwayelana namagama kanye nokugeleza komsebenzi. I-QuickBooks inikeza izinsiza zokufunda ezisemthethweni lokho kuzoba kuhle kuwe.

Uma ungathanda ukufunda okwengeziwe mayelana nezindleko nezinzuzo ze-cloud computing, ungabheka insiza ecashunwe kumadokhumenti okuqala: https://ebetterbooks.com/es/coste-y-la-rentabilidad-con-quickbooks-online/. Inikeza umongo ekubhaliseni nasekubuyiseleni amamodeli.

Ukufakwa kwesinyathelo ngesinyathelo ku-Mac (kanye nokulingana ku-Windows)

Ngezansi uzobona izinyathelo zokufaka ezihlongozwayo emibhalweni ye-QuickBooks, eguqulelwe ku-macOS kanye nokulingana kweWindows lapho kusebenza khona. Landela i-oda futhi ungasivali isifaki size siqede.

1. Hlola izidingo: Iya kuwebhusayithi ye-Intuit esemthethweni ukuze uthole uhlelo lwakho lwe-QuickBooks Desktop futhi uqinisekise ukuhambisana nenguqulo yakho ye-macOS, i-RAM, nesikhala sediski esitholakalayo. Ku-Windows, hlola ukucaciswa kwe-CPU, .NET, nezinye izingxenye.
2. Thenga ilayisensi: Thenga i-QuickBooks Desktop kuwebhusayithi ye-Intuit noma umthengisi ogunyaziwe. Khetha i-edishini (Pro, Premier, Enterprise) kanye nenani labasebenzisi. Gcina umkhiqizo kanye nenombolo yelayisensi.
3. Landa isifaki: Ngena ngemvume ku-akhawunti yakho ye-Intuit bese ulanda isifaki se-Mac uma uzosisebenzisa ku-macOS (noma isifaki seWindows uma sikhona). Qiniseka ukuthi ukhetha inkundla efanele ngaphambi kokulanda ifayela.
4. Qalisa isifaki: Ku-Mac, vula ifayela le-.dmg bese uhudula isithonjana se-QuickBooks kufolda yezinhlelo zokusebenza. Ku-Windows, chofoza kabili ifayela le-.exe bese ulandela iwizadi. Unganqamuli inethiwekhi phakathi nalesi sinyathelo.
5. Yamukela isivumelwano selayisense: Buyekeza imigomo nemibandela bese uqinisekisa ukuqhubeka. Lesi yisinyathelo esidingekayo kuzo zombili i-macOS neWindows. Ukufakwa ngeke kuqhubeke ngaphandle kokwamukelwa..
6. Uhlobo lokufaka: Isifaki singase sinikeze i-Express (okuzenzakalelayo) noma ukufakwa Ngokwezifiso. Ku-Mac, isipiliyoni ngokuvamile siqondile; ku-Windows, Custom ikuvumela ukuthi uguqule izindlela nezinketho. Uma ungabaza, khetha i-Express..
7. Faka ilayisense nomkhiqizo: Uma uyalwa, bhala phansi izinombolo zomkhiqizo nelayisense njengoba zivela esiqinisekweni sokuthenga. Hlola idijithi ngedijithi ukuze ugweme amaphutha.
8. Khetha indawo: Ku-Mac, ukuhudulela kokuthi Izinhlelo zokusebenza kuyibeka kufolda evamile. Ku-Windows, ungamukela indlela ezenzakalelayo noma ukhethe ehlukile. Ukusebenzisa indlela ezenzakalelayo kwenza izibuyekezo zesikhathi esizayo zibe lula.
9. Lindela ukuthi iqede: Vumela isifaki sikopishe futhi sibhalise zonke izingxenye. Lokhu kungathatha amaminithi ambalwa kuye ngekhompyutha yakho. Ungaphoqi ukuvala noma uphazamise inqubo.

Umsizi uyavala: Uma ubona umlayezo wokuqinisekisa, chofoza okuthi Qeda. Ku-Mac, ungavula i-QuickBooks kusuka ku-Launchpad noma ku-Applications. Ukuvula kokuqala kungase kuthathe isikhathi eside ukulungisa indawo.

Khipha ngokwenza futhi ufake kabusha i-QuickBooks Desktop

Uma udinga ukulungisa ukufakwa noma ukufaka kabusha okuhlanzekile, lezi yizinqubo ezichazwe kumadokhumenti okuqala. Sifake ukuhamba komsebenzi kweWindows njengoba kunjalo, kanye nokulingana kwe-macOS. Funda yonke into ngaphambi kokuthi uqale futhi wenze isipele amafayela enkampani yakho.

Ukukhipha uhlelo

• Ku-Windows: Cindezela iWindows + R, thayipha Iphaneli Yokulawula, bese ucindezela u-Enter. Iya kokuthi Izinhlelo nezici > Khipha uhlelo. Khetha inguqulo yakho ye-QuickBooks Desktop bese ukhetha Khipha/Shintsha. Landela imiyalelo kuze kube sekugcineni.
• I-Windows Note: Uma ungayiboni inketho, phuma bese ungena futhi njengomlawuli. Amalungelo aphakeme ayadingeka ukuze kukhishwe isofthiwe.
• Ku-macOS: Vala i-QuickBooks, vula i-Finder > Izicelo, bese uhudulela ama-QuickBooks kudoti. Bese, ku-Finder, chofoza okuthi Hamba > Yiya kufolda bese uhlola ~/Library/Application Support/ kanye ~/Library/Preferences ukuze ususe noma imaphi amafayela e-Intuit/QuickBooks asele uma ukusekelwa kuncoma lokho. Thulula Udoti.

Uma ukukhipha sekuqediwe, qala kabusha ikhompuyutha yakho ngaphambi kokuqhubeka. Iqalisa kabusha izinqubo zokukhishwa nezikhiya ezisetshenziswayo.

Qamba kabusha amafolda okufaka (iWindows) noma hlanza amafayela asele (Mac)

• Windows: Vula i-File Explorer bese uthola amafolda akho e-QuickBooks. Ziqambe kabusha ngokwengeza okuthi .old kuze kube sekupheleni ukuze isifaki kabusha sidale izindlela ezihlanzekile. Izindlela ezijwayelekile:

1. C:\\ProgramData\\Intuit\\QuickBooks (unyaka)
2. C:\\Abasebenzisi\\(umsebenzisi wamanje)\\AppData\\Local\\Intuit\\QuickBooks (unyaka)
3. C:\\Program Files\\Intuit\\QuickBooks (unyaka)
4. C:\\Program Files (x86)\\Intuit\\QuickBooks (unyaka) kumasistimu angama-64-bit

• i-macOS: Uma udinga ukuhlanza okujulile ngemva kokukhipha, hlola okuthi ~/Library/Application Support/Intuit/ kanye ne-~/Library/Preferences/ ukuze uthole amafayela ahlobene futhi uwahambise kudoti. Ungalisusi ifayela lakho elithi .qbw uma kulapho ugcina khona ulwazi lwenkampani..

Uma ubona iphutha elithi "Ukufinyelela kunqatshiwe lapho uqamba kabusha ifolda" (Windows)

• Vula Isiphathi Somsebenzi nge-Ctrl + Shift + Esc.
• Kuthebhu ethi Izinqubo, hlunga ngegama bese uthola: QBDBMgrN.exe, QBDBMgr.exe, QBCFMonitorService.exe, Qbw32.exe.
• Khetha ngayinye bese ucindezela okuthi Qeda inqubo. Qinisekisa umlayezo oyisixwayiso uma uvela. Lokhu kususa amabhlogo ukuze ukwazi ukuqamba kabusha.

Mayelana nokugcinwa kwesistimu nezinguquko, ungase ube nesithakazelo esigabeni esishiwo kumadokhumenti: "Ziyini izimpawu zokuthuthukiswa kwesistimu yokubala?". Ukuthola isidingo sokubuyekeza kusenesikhathi kuvimbela izinkinga zokusebenza nokuhambisana..

faka kabusha ehlanzekile

• Kusuka kumidiya ebonakalayo: Uma une-DVD/USB, yifake bese uqalisa isifaki ulandela imiyalelo esesikrinini.
• Ukulanda okusemthethweni: Uma uyithenge ku-inthanethi, ngena ngemvume ku-akhawunti yakho ye-Intuit bese ulanda uhlobo oluqondile lwe-QuickBooks. Hlala usebenzisa umthombo osemthethweni ukuze ugweme izifaki eziphelelwe yisikhathi.
• Phakathi nenqubo, faka inombolo yomkhiqizo kanye nenombolo yelayisense lapho utshelwa. Qiniseka ukuthi uwafaka ngendlela avela ngayo.
• Khetha uhlobo lokucupha oluyifanele kangcono indawo okuyo bese uchofoza Faka.
• Uma isiqedile, uzokwazi ukuvula i-QuickBooks. Uma ufaka kuseva ye-Windows, khumbula ukuvula Isiphathi Seseva Yedathabhe. ukwabelana ngamafayela enkampani.

QuickBooks Activation

• Vula i-QuickBooks.
• Iya kumenyu yosizo bese ukhetha Cupha i-QuickBooks Desktop.
• Landela izinyathelo zewizadi ukuze uqinisekise ulwazi lwakho futhi uqedele ukwenza kusebenze. Ngaphandle kokuyivula, ngeke ukwazi ukusebenzisa zonke izici.

Ukusetha kokuqala ku-Mac: inkampani, ishadi lama-akhawunti, nolwazi olubalulekile

Ngohlelo olufakiwe futhi lwenziwa lwasebenza ku-Mac yakho, sekuyisikhathi sokubeka isisekelo. Qala ngewizadi Yokusethwa Kwenkampani ukuze uchaze igama lenkampani yakho, i-ID yentela, isimiso sentela, uhlobo lwemali, kanye nezintandokazi. Uma wenza lesi sigaba unemininingwane eyengeziwe, imibiko engcono ozoyithola kamuva..

Isinyathelo esilandelayo ukwenza ngokwezifiso Ishadi Lama-akhawunti. Dala ama-akhawunti okuthengisa, izindleko, amabhange, izimpahla, nezikweletu ngokuya ngebhizinisi lakho. Ungangabazi ukwengeza ama-akhawunti amancane uma udinga imbudumbuduI-QuickBooks iphatha kahle kakhulu izigaba zokubala.

Ngenisa noma bhalisa isizindalwazi sakho sekhasimende kanye nomthengisi. Ungawangenisa efayelini le-CSV noma uwafake mathupha. Qedela izinkambu ezifana nemibandela yokukhokha, i-VAT/I-ID Yentela kanye nekheli ukusheshisa ukukhokhiswa nokubuyisana.

Lungiselela izintela nochungechunge lwama-invoyisi. Kuma-macOS, okuthandwayo kuqoqwe ngobunono kumenyu ye-QuickBooks. Chaza amanani e-VAT, ukubanjwa, nezifanekiso zemibhalo efanele umsebenzi wakho.

Ukuqalisa: ukukhokhisa, ukuthenga, ukubhanga, nemibiko

Ukuze udale ama-invoyisi, dala umkhiqizo noma isevisi, setha izintengo nezintela, futhi ukhiphe i-invoyisi kokuthi Amakhasimende > Dala i-invoyisi. Yenza kusebenze izikhumbuzi zokukhokha ezizenzakalelayo uma bekusiza ukuthi uthuthukise umnotho wakho.

Kokuthengiwe Nakuma-Akhawunti Akhokhwayo (Izikweletu), rekhoda ama-invoyisi abahlinzeki, unikeze i-akhawunti yezindleko efanele, bese ubeka usuku lomnqamulajuqu. Ukusebenzisa uhlelo lokukhokha kukusindisa enzalweni nasezinkokhelweni ezengeziwe.

Ukubuyisana kwebhange kubalulekile: xhuma ibhange lakho uma litholakala noma izitatimende zokungenisa ezweni ngendlela ehambisanayo. Maka imisebenzi bese wengeza amanothi lapho kufanele khona. Ukubuyisana kwanyanga zonke okunezigwegwe konga amahora ngesikhathi sokuvala..

Hlola imibiko: inzuzo nokulahlekelwa, ishidi lebhalansi, ukuhamba kwemali, ukuguga kwama-akhawunti atholwayo, nokuningi. Enze ngendlela oyifisayo ngedethi, isikhungo sezindleko, nezihlungi. Londoloza imibiko yakho eyintandokazi ukuze ufinyelele kuyo ngokuchofoza kabili.

Uma ulawula ukukhokhelwa, buyekeza izinketho ze-QuickBooks zesifunda sakho kanye nezimfuneko zomthetho. Kuye ngezwe, izengezo ezithile noma ukuhlanganiswa kungase kudingeke. Qinisekisa ukuthobela intela ngaphambi kokucubungula amaholo.

Amathiphu okunakekela nemikhuba engcono kakhulu

Yenza izipele ezivamile zefayela lenkampani yakho (.qbw) endaweni evikelekile, okungcono ngokuzungezisa nangaphandle kwe-Mac yakho (idrayivu yangaphandle noma ifu elibethelwe). Isipele esihloliwe siyipholisi yakho yomshwalense.

Gcina i-QuickBooks isesikhathini samanje. Ku-Mac, hlola izibuyekezo ezivela kumenyu yohlelo lokusebenza; ku-Windows, isivuseleli sizophakamisa izibuyekezo uma usivula. Ukubuyekeza ukulungisa iziphazamisi futhi kuthuthukisa ukuhambisana.

Isebenza nabasebenzisi nezimvume. Ikhawulela ukufinyelela emisebenzini ebucayi namalogi ukuthi ubani owenza ini. Ukulawula ushintsho kuthuthukisa ukulandeleka kwezimali nokubalwa kwezimali.

Bhala izinqubo zangaphakathi: ukugeleza kwenkokhelo, ukugunyazwa kokuthenga, ukubuyisana, nokuvalwa. Umhlahlandlela wangaphakathi ugwema ukuncika kumuntu oyedwa..

I-QuickBooks Online: enye indlela esekwe emafini nezinsiza zokuqeqesha

Uma ukhetha ukusebenza noma yikuphi ngaphandle kokufaka noma yini, i-QuickBooks Online ye-Intuit idume kakhulu phakathi kwamabhizinisi amancane naphakathi nendawo e-United States naseCanada ngenxa yenani layo kanye nobubanzi bokusebenza. Inikeza Ukusethwa Kwenkampani, Ishadi Lama-akhawunti, Amakhasimende Nabathengisi, Ama-invoyisi, Izikweletu, Imibiko, Inkokhelo nokunye okuningi

Kukhona okubalulekile okufundayo ngeSpanishi okunamagama amabili (isiNgisi-Spanish) asiza ukufunda uma usebenza ngezixhumi ezibonakalayo ezihlanganisiwe. Ngokuvamile kuhlanganisa ukufinyelela enkampanini eyisampula yokuzijwayeza okungenabungozi futhi, njengebhonasi, isixhumanisi senguqulo ye-PDF enezithombe ezinhle kakhulu. Ukuzijwayeza okuqondisiwe kusheshisa ijika lakho lokufunda.

Sekela futhi usize uma ubhajwa

Uma uhlangabezana nanoma yimaphi amaphutha ngesikhathi sokufaka, ukwenza kusebenze, noma ukusetshenziswa, qala uthintane nezinsiza ezisemthethweni ze-QuickBooks kanye nesisekelo solwazi. Ukuze uthole usizo oluqondile, imibhalo yasekuqaleni ibhekisa kuwe ekusekelweni kocingo kokuthi +1-802-778-9005 kanye ne-imeyili ethi support@ebetterbooks.com. Ukuxhumana nosekelo kungakongela amahora uma kuphakama inkinga engajwayelekile..

Kufanele ukwazi ukufaka i-QuickBooks ku-Mac yakho, uyenze ngendlela oyifisayo ukuze ilingane nokuhamba komsebenzi wakho, bese uqala ukuyisebenzisa ngaso leso sikhathi. Usubonile nokuthi ungakhipha kanjani futhi ufake kabusha ngokuphephile, yini okufanele uyihlole ngaphambi kokuthi uqale, nokuthi ungazihlela kanjani izinqubo zakho ezibalulekile (ama-invoyisi, ukuthenga, ukubhanga, nemibiko). Ngokulungiselela okuhle, izipele ezivamile, kanye nedeshi yesiyalo, i-QuickBooks iba umngane okahle wokubala kwakho..