Changes in Installation and Product Registration
Many of us have an online “Intuit ID” account. It is used in different places, such as in the Intuit App Center where you can see the App Center applications that you subscribe to, and other Intuit services. This was discussed in my article on the Client Collaborator as well. With QuickBooks 2014 you’ll see questions about the Intuit ID popping up in the installation process as well, which may seem to be a bit odd if you don’t know how things are working.
So let’s talk a bit about the installation and registration process that you’ll see. Please note that Intuit has been changing this right up to the date of product release (and possibly beyond), so some of the screens may change. Also, I’m not totally sure that I understand all of the impacts of these changes.
Note – this will only apply to users of the US versions of QuickBooks for Windows.
There are multiple paths through the installation sequence (you should see my flow chart on this, I should have used Seth’s Brain program to organize things), but there are just a few screens that are different from prior years. They just pop up in different places depending on the path you take.
When you are installing there is a long period of time when you have a progress bar and messages that tell you what component is being installed. You’ll also see “billboard” messages rotate through, telling you about features of your new product. At one point in this sequence, probably early on, you’ll see a window like this:
This is where you would enter your Intuit ID information (online account user ID and password). In testing initially this didn’t seem to work correctly – it says “let’s take care of your registration” and I assumed that this meant that I would not have to do the normal “register QuickBooks” step the first time that I ran the program after installing. In my case, even if I entered my information here, I still saw the “Register QuickBooks Now” window later on. However, that was in a pre-release version, from what I understand this should work now. If so, this is a nice feature to avoid that annoying registration screen.
Additional Note: The reason that it might not be working for ME is that the “silent registration” will only happen the first two times you install, after that you would have to validate in the normal way. Given that I’ve been installing my test versions multiple times, that could be the issue.
In addition to “registering” your product, this also is associating your installation of QuickBooks with your Intuit ID so that the program can save your License number and product number with your online account, which can be helpful later on.
Another place where your Intuit account comes into play is in the installation window when you are entering your license and product numbers. You’ll see this new link:
The main reason to use this is if you are reinstalling this same version of QuickBooks on a second system – you can use your Intuit ID account to retrieve your license and product numbers.
If you click on that link you will get the following screen:
Once you connect to your Intuit ID the program will fill in the product and license numbers for you, which is very convenient. Often when people install on a second system they don’t have their license information handy.
How does your license information get into your Intuit ID account?
- If you chose to log in to your Intuit ID account the first time you installed, as shown above – that process served to save the numbers from your product into your account.
- If you have purchased your product through an Intuit sales agent or through their web sales channel, the information will have been saved to your account.
Note that if you are reinstalling on a system where this had already been installed before (reinstalling), most likely your license/product info will be filled in for you without having to do this.
This process will not always work, it requires the following conditions:
- You must have only one QuickBooks 2014 license on file. If you have multiple copies, the system doesn’t have a way for you to pick the right one.
- The Intuit ID account you use must be the primary contact for this company. Multiple people in your business could have an Intuit ID, but only one will be the primary contact.
None of this is a big deal, it is just a change (with a bit of confusion) so I wanted to point it out.