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How to Download QuickBooks Accountant Desktop 2021

If you are an accountant or a bookkeeper who serves clients using QuickBooks Desktop Pro or Premier, you might want to use QuickBooks Accountant Desktop 2021. This is a special version of QuickBooks designed exclusively for accountants, with unique features and tools that can help you streamline your work and provide better service to your clients. In this article, we will show you what QuickBooks Accountant Desktop 2021 is, how to download it, and how to use it.

What is QuickBooks Accountant Desktop 2021?

QuickBooks Accountant Desktop 2021 is an on-premise accounting software that allows you to access and manage your clients’ books from your computer. It has many advantages over the regular versions of QuickBooks Desktop, such as:

Features and benefits of QuickBooks Accountant Desktop 2021

• You can access your Accountant Toolbox from your clients’ QuickBooks Pro or Premier, remotely or in a hosted setup. The Accountant Toolbox gives you quick access to your most essential tools, such as Client Data Review, Batch Delete/Void Transactions, Write Off Invoices, and more.
• You can create and manage customer and vendor groups based on certain criteria, such as location, customer type, or status. This allows you to send automated statements, payment reminders, or mailing lists to specific groups of customers or vendors.
• You can use receipt management and bank feeds to enter and categorize your expense receipts faster and easier. You can upload receipts using the mobile app or directly from your computer, and match them with bank transactions automatically.
• You can collaborate with your clients using Accountant’s Copy, which lets you work on your own copy of your client’s files, even if they are working at the same time. You can transfer files seamlessly without having to save them to a computer or thumb drive. Your adjustments are merged quickly and easily.
• You can toggle between all the industry-specific versions of QuickBooks Desktop Premier, such as Manufacturing & Wholesale, Nonprofit, Professional Services, etc. This gives you access to reports and features that your clients may not have in their version of QuickBooks.
• You can get a free subscription to QuickBooks Desktop ProAdvisor Program, which gives you access to training, certification, support, discounts, and more.

Pricing and plans of QuickBooks Accountant Desktop 2021

QuickBooks Accountant Desktop 2021 comes with the purchase of a QuickBooks Desktop ProAdvisor membership, which costs $799 per year for one user. You can also add up to four additional users for $299 each per year. Alternatively, you can buy a bundle that includes QuickBooks Enterprise Accountant Edition for $999 per year for one user. You can also add up to four additional users for $499 each per year.

How to download QuickBooks Accountant Desktop 2021?

To download QuickBooks Accountant Desktop 2021, you need to have a valid license and product number. You can find them in the purchase confirmation email you received from Intuit, or in the Products & Services section of your account. You also need to have internet access and Internet Explorer 11 (32-bit) installed on your computer. Here are the steps to download QuickBooks Accountant Desktop 2021:

Step 1: Go to the Downloads & Updates page

Open your web browser and go to the Downloads & Updates page on the Intuit website. This is where you can download the latest version of QuickBooks Accountant Desktop 2021, as well as any updates or patches that are available.

Step 2: Select your country, product, and version

On the Downloads & Updates page, select your country from the drop-down menu. Then, select QuickBooks Accountant Desktop 2021 from the product list. Finally, select the version you want to download from the version list. You can choose between 2021, 2020, or 2019. We recommend choosing the latest version, which is 2021.

Step 3: Click on Download

After selecting your country, product, and version, click on the Download button. This will start the download process of the QuickBooks Accountant Desktop 2021 setup file. Depending on your internet speed and browser settings, you may need to save the file to a location on your computer or run it directly from the browser.

Step 4: Install QuickBooks Accountant Desktop 2021

Once the download is complete, locate the setup file on your computer and double-click on it to start the installation process. Follow the on-screen instructions to complete the installation. You will need to enter your license and product number, accept the terms and conditions, and choose a location for QuickBooks Accountant Desktop 2021 on your computer. You may also need to restart your computer after the installation is finished.

How to use QuickBooks Accountant Desktop 2021?

After installing QuickBooks Accountant Desktop 2021, you can start using it to manage your clients’ books and provide them with better service. Here are some of the things you can do with QuickBooks Accountant Desktop 2021:

Access your Accountant Toolbox

The Accountant Toolbox is a set of tools that are exclusive to QuickBooks Accountant Desktop 2021 users. You can access it from any of your clients’ QuickBooks Pro or Premier files, remotely or in a hosted setup. To access it, open your client’s file and click on the Accountant menu at the top. Then, click on Accountant Toolbox and enter your login credentials. You will see a list of tools that you can use to perform various tasks, such as:

• Client Data Review: This tool allows you to review and fix common errors in your client’s data, such as incorrect sales tax codes, duplicate transactions, unapplied payments, etc.
• Batch Delete/Void Transactions: This tool allows you to delete or void multiple transactions at once, such as invoices, bills, checks, etc.
• Write Off Invoices: This tool allows you to write off unpaid invoices as bad debts in bulk.
• Reclassify Transactions: This tool allows you to change the account or class of multiple transactions at once.
• And more…

Create and manage customer and vendor groups

With QuickBooks Accountant Desktop 2021, you can create and manage customer and vendor groups based on certain criteria, such as location, customer type, or status. This allows you to send automated statements, payment reminders, or mailing lists to specific groups of customers or vendors. To create a customer or vendor group, go to the Customers or Vendors menu at the top and click on Customer/Vendor Groups. Then, click on New Group and enter a name for your group. Next, choose the criteria that define your group, such as balance range, overdue status, custom fields, etc. You can also add or remove customers or vendors manually from your group. After creating your group, you can use it to perform various actions, such as:

• Send statements: You can send statements to all customers in a group at once by clicking on Statements in the Customer/Vendor Groups window.
• Send payment reminders: You can send payment reminders to all customers in a group at once by clicking on Payment Reminders in the Customer/Vendor Groups window.
• Create mailing lists: You can create mailing lists for all customers or vendors in a group at once by clicking on Mailing List in the Customer/Vendor Groups window.
• And more…

Use receipt management and bank feeds

With QuickBooks Accountant Desktop 2021, you can use receipt management and bank feeds to enter and categorize your expense receipts faster and easier. You can upload receipts using the mobile app or directly from your computer , and match them with bank transactions automatically. To use receipt management, go to the Banking menu at the top and click on Receipts. Then, click on Upload Receipts and choose the source of your receipts, such as your phone, email, or computer. You can also drag and drop your receipts to the upload window. After uploading your receipts, you can review and edit them in the Review tab. You can assign categories, accounts, customers, vendors, and classes to your receipts. You can also match them with existing transactions in QuickBooks or create new ones. To use bank feeds, go to the Banking menu at the top and click on Bank Feeds. Then, click on Set Up Bank Feed for an Account and choose the bank account you want to connect. You will need to enter your bank login credentials and follow the instructions to complete the connection. After connecting your bank account, you can download and review your bank transactions in QuickBooks. You can also categorize, match, or add them to your books.

Collaborate with your clients using Accountant’s Copy

With QuickBooks Accountant Desktop 2021, you can collaborate with your clients using Accountant’s Copy, which lets you work on your own copy of your client’s files, even if they are working at the same time. You can transfer files seamlessly without having to save them to a computer or thumb drive. Your adjustments are merged quickly and easily. To use Accountant’s Copy, you need to have your client send you an invitation link from their QuickBooks file. To do this, they need to go to the File menu at the top and click on Send Company File. Then, they need to click on Accountant’s Copy and then Client Activities. Next, they need to click on Send to Accountant and enter your email address and a password. They also need to set a dividing date, which is the date that separates the transactions that you can work on from the ones that they can work on. After sending the invitation link, you will receive an email with a download link and a password. You need to click on the download link and enter the password to download the Accountant’s Copy file. You can then open it in QuickBooks Accountant Desktop 2021 and make your adjustments. When you are done, you can send back your changes to your client by going to the File menu at the top and clicking on Send Company File. Then, click on Accountant’s Copy and then Accountant’s Activities. Next, click on Send Changes to Client and enter a message for your client. Your client will receive an email with a link to import your changes into their QuickBooks file.

Conclusion

QuickBooks Accountant Desktop 2021 is a powerful accounting software that can help you manage your clients’ books more efficiently and effectively. It has many features and tools that are exclusive to accountants, such as the Accountant Toolbox, customer and vendor groups, receipt management and bank feeds, and Accountant’s Copy. To download QuickBooks Accountant Desktop 2021, you need to have a valid license and product number, internet access, and Internet Explorer 11 (32-bit) installed on your computer. You also need to follow the steps outlined in this article to download and install QuickBooks Accountant Desktop 2021 on your computer.

FAQs

• Q: How much does QuickBooks Accountant Desktop 2021 cost?
• A: QuickBooks Accountant Desktop 2021 comes with the purchase of a QuickBooks Desktop ProAdvisor membership, which costs $799 per year for one user. You can also add up to four additional users for $299 each per year.
• Q: What are the system requirements for QuickBooks Accountant Desktop 2021?
• A: The minimum system requirements for QuickBooks Accountant Desktop 2021 are:
• Windows 10 or Windows 8.1 (update 1), or Windows Server 2019 or Windows Server 2016 or Windows Server 2012 R2 (update) or Windows Server 2008 R2 SP1
• 2.4 GHz processor
• 4 GB of RAM (8 GB recommended)
• 2.5 GB disk space recommended (additional space required for data files)
• 4x DVD-ROM drive (unless user is downloading from Intuit server)
• Payroll and online features require Internet access (1 Mbps recommended speed)
• Product registration required
• Optimized for 1280×1024 screen resolution or higher
• Q: How do I update QuickBooks Accountant Desktop 2021?
• A: To update QuickBooks Accountant Desktop 202 1, you need to go to the Help menu at the top and click on Update QuickBooks Desktop. Then, click on the Update Now tab and select the updates you want to download. You can also check the box for Reset Update to clear any previous update downloads. Next, click on Get Updates and wait for the download to complete. You may need to restart QuickBooks Accountant Desktop 2021 after the update is installed.
• Q: How do I contact QuickBooks Accountant Desktop 2021 support?
• A: To contact QuickBooks Accountant Desktop 2021 support, you can go to the Help menu at the top and click on QuickBooks Desktop Help. Then, click on Contact Us and enter your question or issue. You can also choose to chat with a support agent, call a support number, or browse the community forums.
• Q: How do I get certified in QuickBooks Accountant Desktop 2021?
• A: To get certified in QuickBooks Accountant Desktop 2021, you need to be a member of the QuickBooks Desktop ProAdvisor Program, which is free with your purchase of QuickBooks Accountant Desktop 2021. You can access the training and certification courses from your ProAdvisor portal. You need to complete the Core Certification course and pass the exam with a score of 80% or higher. You can also take the Advanced Certification course and exam if you want to demonstrate your expertise in QuickBooks Accountant Desktop 2021.

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