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June 25, 2020
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Every tutorial I've found starts setting up Quickbooks using the EasyStep Interview. My software has no such thing. Where can I find it?

  • June 25, 2020
  • 3 replies
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Original commenter did not share additional details
Best answer by jhill7000-gmail-

Thanks for your help.  While your screen is different (see attached), if I go to Other Options > Advanced Setup I get the choice for the tutorial. 

3 replies

Fiat Lux - ASIA
June 25, 2020

Which QB edition and year version do you have?

June 25, 2020

Desktop 2020 Pro

Tori B
June 25, 2020

Hey there, @jhill7000-gmail-.

 

Thanks for reaching out to us here in the Community. 

 

Finding the EasyStep Interview is easy as 1,2,3. Follow the steps below to help find it. 

 

1. Open QuickBooks and choose Create New Company

 

 

2. From the QuickBooks Desktop Setup window, choose Detailed Start

 

 

3. Fill in your EasyStep Interview form. 

 

 

That's all there is to it. Let me know if you have further questions or concerns. I'll be here to help you every step of the way. You can always count on us here in the Community to guide you back to business. Take care and have a good one! 

jhill7000-gmail-AuthorAnswer
June 25, 2020

Thanks for your help.  While your screen is different (see attached), if I go to Other Options > Advanced Setup I get the choice for the tutorial. 

Ashley H
June 25, 2020

Thanks for the screenshot, @jhill7000-gmail-.

 

Once you select For Myself (I'm the admin) and press Start setup, then you can follow my colleague's @Tori B steps to get the Detailed Start.

 

If you have any additional questions or concerns, please feel free to let me know by commenting below. Have a great rest of your week!

January 9, 2023

I have a similar situation.  I set up and started using the program and found out about the "Interview" after set up. How do I get to this to adjust my company file?

 

MY QB Version is:  Desktop Premier Plus, see attached