how do I create an account so i can send out emailed quotes to clients ?

Which QB Desktop year version do you have?

Hi Mitchy1,

Welcome to the Intuit Community. QuickBooks Desktop is a powerful program that helps you keep track of your accounting. I’ll be your guide, so you can email quotes to your clients with ease.

Here are a few steps to get started with QuickBooks Desktop in Canada:

Choose a QuickBooks Desktop plan that fits your business' needs: 

• QuickBooks Desktop Pro 2024
• QuickBooks Desktop Premier 2024
• QuickBooks Desktop Premier Accountant 2024
• QuickBooks Desktop Enterprise Solutions 24.0
• QuickBooks Desktop Accountant Enterprise 24.0

Download QuickBooks Desktop:

• If you’re purchasing online, start the subscription process by selecting the “Subscribe” button.
• Review the system requirements to ensure compatibility with your system.
• Follow the instructions on the software packaging to begin the installation.

Install QuickBooks Desktop:

• Open the QuickBooks installation file and follow the onscreen instructions.
• Accept the software license agreement and enter your product and license numbers.
• Choose the type of installation (Express or Custom) based on your needs.

Set up your company file:

• Create a company file using the Setup window after installation.
• Choose “Express Start” for a basic setup or “Detailed Start” for more customization.
• Add basic business information to get up and running quickly.

Add people and products:

• Add the people you do business with (customers, suppliers, employees).
• Set up the products and services you sell.

Configure other settings:

• Set up your Bank Feeds.
• Customize forms (invoices, receipts, etc.).
• Enter opening balances.
• Set up sales tax.

Explore QuickBooks:

• Navigate the home page.
• Manage customers, suppliers, and employees.
• Enter and pay bills.
• Back up your data.
• Send estimates to clients.

For more detailed steps, check out the official QuickBooks Desktop guide.

I hope this helps! If you have any other questions, feel free to reach out below.