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Level 1

Set up guide issue


How can I get rid of the annoying "Set Up Guide" at the top of my dashboard?


Screenshot 2020-08-19 at 17.54.32.png

I have completed all tasks, each one is green with a tick. I have even repeated most of the tasks to make sure it was done correctly. Why is this still stuck at 40%?



QuickBooks Team

Set up guide issue

Hello, @davidtripp94.


Thank you for the screenshot added and allow me to share additional information about the Set Up Guide section showing up from your QuickBooks Online dashboard.


The Set Up Guide will show up when an account is newly signed up or created. This serves as guides specifically for new users. To get rid of this, you have to complete the process from See how much you're making down to the Add the finishing touches. In the long run, it will just disappear from there.


Since you've completed the tasks or instructions from the guides provided yet it's still showing as 40%, we can perform some basic troubleshooting steps to isolate the issue. You can start by opening QuickBooks using a private window. Sometimes, the regular browser tends to hold onto information, and over time it could cause problems while working with QuickBooks.


To save you time, use either of these keyboard shortcuts:


  • Mozilla Firefox: press Ctrl Shift P
  • Internet Explorer: press Ctrl Shift P
  • Safari: press Command Shift +N

If that works fine from there, go back to your original browser and clear its cache to start fresh. Also, using other supported browsers can help us narrow the cause of this behaviour.


As always, feel free to read the topics from our help articles as your references while working with QuickBooks in the future.


Let me know if you have any other questions. I'm always here to help. Keep safe always, @davidtripp94!

Level 1

Set up guide issue

Thanks for your reply.


I have tried the above suggestion using a private window, it didn't make any difference and it still shows the set up guide at 40%.



QuickBooks Team
QuickBooks Team

Set up guide issue

I understand it can get frustrating having to go through multiple troubleshooting steps and not having any of them work, davidtripp94.


I appreciate you for performing the recommended solutions provided by my colleague. Clearing your browser's cache and using a supported, up-to-date browser helps us fix any issues when using QuickBooks Online (QBO). 


Since the same thing happens, it would be best to contact our Customer Support Team. They'll pull up your account in a secure environment and investigate what's causing this issue. 


Here's how to reach them:


  1. Go to the Help icon on the top right. 
  2. Enter your concern in the search field.
  3. Choose Talk to a human.
  4. Click the OK. To get you to the right human, in a few words, tell me what you need help with option and tap I still need a human
  5. Press Contact us.
  6. Tick Continue
  7. Choose Message an agent or Get a callback.


Just check out the Support hours and types article to provide you a complete list of our products and services (along with their respective technical support schedules).


For more insights about managing your business in QBO, check out this link: QuickBooks Online Get Started.


That should point you in the right direction. The Community will always have your back if you need a hand with running your business. I'll be here to ensure your success. Take care always. 

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