How to I schedule a guided setup?

Hello, 4soilsllc. 

Can you tell me more about the problem or issue you're having with your QuickBooks Online (QBO) account? You can share with me details of the issue you're having. I might be able to help you or provide insight into what's going on and come up with a solution.

Let me know if there's anything that I can help you with. I'll be happy to assist you further. Stay safe, and have a wonderful day!

When you sign up it says, free guided setup with a quickbooks professional. I have no idea how exactly yo schedule that.

I appreciate you for coming back to the thread and adding clarification about your concern, 4soilsllc. With this, I'll be sharing details on how guided setup works in QuickBooks, then ensure you can send feedback so your suggestion is forwarded to the Product Development Team. 

Guided setup in QuickBooks helps you to properly organize and manage your company file. After you've completed the setup in your QBO account, this guide will automatically be removed from QuickBooks. With this, setting up a schedule for this guide is currently unavailable. However, you'll have the option to temporarily hide them from your screen by clicking the Hide button in your Dashboard.

Furthermore, I also suggest going to the Gear icon in QuickBooks Online and you're able to choose Feedback from there. This way, you can submit a request about having the option to make a schedule for guided setup. Any recommendations are sent to our engineers for consideration in future updates.

Lastly, I'm also adding this article to further guide you in effectively managing your business using QBO: Help guides for QuickBooks Online. It contains topics about advanced accounting, banking, and payments to name a few.

Please let me know if you have further questions or concerns about your company snapshot in QBO. I'm always around to help, skp3. Have a good one!

I can’t seem to schedule a conversation with a live person for the free setup guided help. And this thread didn’t offer that information either. How do I do it? 

Did you read the question?  We need to know how to schedule it. We aren't confused on what it is.

Getting guidance during the QuickBooks setup ensures you're equipped with best practices, Kemp. I can share a few ways to schedule a session and help you get started.

If referring to the Live Experts tab, go to the left panel of your QuickBooks Online company. Click Get a free consultation to choose the date and time. I'm adding a screenshot below:

However, I recommend contacting our live support team if you have a different display. They have the specific tools to walk you through the process correctly. Please check out the QuickBooks Online section on this article for the steps to contact us via the Help button and note the support hours: Get help with QuickBooks products and services.

Moreover, this link contains common topics you can explore when navigating the product: View all help for QBO.

Furthermore, save this guide if you need to update your billing and payment details or view your billing history moving forward: Manage billing, payment, and subscription info in QuickBooks Online.

Providing an efficient method to set up your accounting software and perform tasks is our goal. For further assistance, reach out again at a time that works for you. Take care.