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allanri
Level 3

How do you get rid of the setup guide from the Dashboard?

 
Solved
Best answer October 09, 2020

Best Answers
Nick_M
QuickBooks Team

How do you get rid of the setup guide from the Dashboard?

Hi again, allanri. 

 

Thanks for that allanri. 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.

 

If you have any other issues or need further assistance, feel free to post here. Thank you and have a nice afternoon. 

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14 Comments 14
Nick_M
QuickBooks Team

How do you get rid of the setup guide from the Dashboard?

Hi there, allanri. 

 

Thank you for dropping by the Community, I'm happy to assist you, can you elaborate on the setup guide that you're seeing? Perhaps provide a screenshot, that way we can see exactly what we're working with and provide the most help possible. In the meantime, I'm including a link to an introduction to the home dashboard so you can see everything included and it's purpose. 

 

I look forward to hearing back from you, thank you for your time and have a nice afternoon. 

allanri
Level 3

How do you get rid of the setup guide from the Dashboard?

I'm talking about this: 

 

 

I can hide it,  but the screen still shows this: 

 

Nick_M
QuickBooks Team

How do you get rid of the setup guide from the Dashboard?

Hi again, allanri. 

 

Thanks for that allanri. 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.

 

If you have any other issues or need further assistance, feel free to post here. Thank you and have a nice afternoon. 

allanri
Level 3

How do you get rid of the setup guide from the Dashboard?

I’ve done everything, except sign up for accepting payments, which I Don’t plan to do. Are you saying that this part of the screen will just go away on its own after a period of time? I hope so.

Jen_D
Moderator

How do you get rid of the setup guide from the Dashboard?

Thanks for your time today, @allanri,

 

Yes, the Setup Guide section in the Dashboard will turn off itself after a certain period of time. As Nick mentioned, this preference is specially created for new users who just signed up for QuickBooks Online.

 

Our developers created in-product guides to help new customers learn more about our program. It also helps them be more familiar with what options or tools they can use to make their experience in QuickBooks better.

 

In the meantime, you can use the Hide option to temporarily remove it from the Dashboard view. Also, I'll be adding a few related links below with the Resource Guides of the processes in QBO:

 

Feel free to drop by anytime for any QuickBooks concerns. I'll be right here to help you. Have a lovely weekend!

Brandon1351
Level 1

How do you get rid of the setup guide from the Dashboard?

What is the period of time? 

GlinetteC
Moderator

How do you get rid of the setup guide from the Dashboard?

Thanks for joining us here, Brandon1351.

 

We're unable to give you a specific time frame as to when the setup guide disappears from the Dashboard.

 

As mentioned by my peer from the previous replies, that you will have to complete the process from See how much you're making down to the Add the finishing touches so you can get rid of this message.

 

If you have any other concerns, please do add them below. We'll be glad to help.

169351
Level 2

How do you get rid of the setup guide from the Dashboard?

Just allow us to GET RID OF IT!!!  I have two existing QBO accounts and have just added a third.  I DO NOT need to be babied through these steps.

169351
Level 2

How do you get rid of the setup guide from the Dashboard?

Just allow us to GET RID OF IT!!!!  We're not all new users.  OK???

Angelyn_T
QuickBooks Team

How do you get rid of the setup guide from the Dashboard?

Hi, @169351.

 

I understand that the Setup Guide window may affect your navigation with QuickBooks. You can get rid of this section once you complete the setup of your account. I'll surely pass along your message to our product developers so they'll be aware of the feature needed for future product enhancements.

 

To get the latest QuickBooks news and feature updates, I recommend visiting our blog. Here's the link: The QuickBooks Blog.

 

You can also review the topics from our help articles for additional resources while working with QuickBooks.

 

If you have any other questions about managing your QuickBooks Online account, please let me know by adding a comment below. I'm more than happy to help. Keep safe!

pkouwe
Level 1

How do you get rid of the setup guide from the Dashboard?

I call BS. I completed the setup guide yesterday. Yes, EVERY SINGLE STEP. The guide prompt not only remained in place (showing 100% completion), but this morning it has reset back to 0% and is trying to get me to start over. Just admit this feature is a piece crap, a good idea executed poorly, and fix it. Stop making excuses to explain why we have to deal with this.

RJS001
Level 1

How do you get rid of the setup guide from the Dashboard?

I used an adblocker to remove it.

RJS001
Level 1

How do you get rid of the setup guide from the Dashboard?

That did not work for me, I have since used an adblocker and that worked.

Hawthorne-IS
Level 2

How do you get rid of the setup guide from the Dashboard?

Completing the step in the guide do not register as complete. For example, "Review the data you migrated" has a "Looks good" button that does exactly nothing. I can click it all day and the step is not registered as complete. Everything is like that. There is a step to add team members. I'm not doing that, it's just me ... but there is no "no team members" option, or even "skip this step" button. The final step for me is "Download the app for your computer" - I'm *USING* the app on my computer. This is a bit ridiculous, I don't want a third of my view blocked by something I can't make go away, and I certainly don't want to wait for it to go by itself.

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