QuickBooks for Mac 2014 User’s Guide 2
• As far as accounting principles, I’m going to assume you know nothing. And that’s OK. If you’ve been running
your business for a while, you probably have some basic bookkeeping principles down. That’s great, and it will
help you get up to speed. But if you don’t, you’re OK. I’ll point you to some videos and other information that
will show you some basic concepts that will be enough.
• The screenshots I’ve used in this guide were taken using Mac OS 10.8 (Mountain Lion).
Running QuickBooks
Now let’s talk about what you need to run QuickBooks and how you install it.
System requirements
Before you install QuickBooks, be sure your computer meets these requirements:
• Mac OS X v10.7 (Lion) or later
• At least an Intel processor, Core 2 Duo required
• Minimum 2 GB of RAM, 4 GB of RAM recommended
• Minimum 250 MB of available disk space (additional space required for data files)
• CD/DVD drive (or Internet connection) for installation
You will also need the product registration to run QuickBooks.
Integration / compatibility requirements
What other software do you need? Well, it depends on what you want to do in QuickBooks.
• If you want to export report data, you’ll need Apple Numbers ’09 or Microsoft Excel 2008 or 2011 for Mac.
• If you want to email forms (like invoices and sales receipts) from QuickBooks, you must have Apple Mail,
Microsoft Entourage 2008, or Outlook 2011 for Mac.
• QuickBooks has features that use Calendar (or iCal), Messages (or iChat), and Contacts (or Address Book) which
are included when you install Mac OS X from Apple, Inc. I’ll show you how to use these features in QuickBooks
later on.
• QuickBooks for Mac 2014 supports one-way conversion from QuickBooks for Windows 2012 and 2013.
• QuickBooks for Mac 2014 supports conversion to and from QuickBooks for Windows 2014.
Installing and Upgrading QuickBooks
Installing and upgrading QuickBooks is super easy.
To install QuickBooks:
1 Insert the CD into your computer’s CD drive or open the downloaded .dmg file. A window will open
showing a QuickBooks icon and an Applications folder icon.
2 Drag and drop the “QuickBooks 2014” icon onto the Applications folder icon.
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