How do I skip the setup screens when I don’t want to take advantage of the assistant? It takes up space at the top of my screen that I’d rather have showing better info.

Hello there, @mscureman67.

I'll be glad to share more details on the pop-ups about managing the assistance feature in QuickBooks Online (QBO).

The pop-ups are intended to assist our users in effortlessly exploring QBO. Since this interferes with your ability to conduct business, I suggest selecting the X or the No, thanks buttons to get rid of the pop-up windows.

If you're using Google Chrome, you can follow this article to guide you on how to block the ads: Block certain ads.

Additionally, you can enable the pop-up blocker in your browser. I'll show you how.

1. Click the lock icon to the left of the address bar.
2. Select Site Settings (Google Chrome) or Permission for this site (Mozilla browser).
3. Hover to the Pop-ups and redirects section, and choose Block from the drop-down menu.

Here's how for the Safari browser:

1. Open your Safari browser.
2. Click Safari, then Preferences.
3. Select Websites at the top
4. Click Pop-up Windows on the left sidebar
5. Then, select Block in the pop-up menu for the website.

Furthermore, I'm attaching this article that can efficiently guide you in handling your account: Learn about QuickBooks Online with how-to videos.

If you have any more questions or concerns, please don't hesitate to reach back out to me. I'm always here to help you.

I should have been more specific. I was talking mostly about the iOS and iPadOS apps where there is a welcome panel up at the top of the window that wants me to scan receipts, enter mileage, setup QuickBooks checking accounts, etc. I believe there are similar panels on the dashboard of the browser screen as well, but I rarely log in that way. 

Thanks for getting back to the thread and clarifying things for us. I see you want to skip the In-progress setup screen in your welcome panel at the top of the window. Worry not. I'm here to impart guidelines to help you close this portion.

You can follow these steps to close the In-progress tab:

1. Login to your QuickBooks Online App.
2. Click on the progress setup screen from the welcome panel.
   
   
    
3. Click Mark all items as complete.
   
   
   
   

I'm adding this article you can use in the future: Fix mileage tracking issues in the QuickBooks Online mobile app.

By following these steps, you will be able to skip the In-progress setup screen in your welcome panel at the top of the window. If you have specific questions about setting up QBO or need assistance with a particular feature, feel free to ask, and I'll do my best to help! Goodbye for now. Stay safe!

Unfortunately, that option doesn’t seem visible at the bottom of the screen on my phone (iPhone 14 Pro/iOS 17.1.2). 

Hello, @mscureman67. Thank you for responding to this conversation regarding the issue after trying the steps suggested by my colleagues. We want to ensure that you receive the best possible assistance when using the QuickBooks Online (QBO) mobile App to access your account, and I'm here to direct you to the right support.

As the previous solutions didn't work for you, we need to investigate further to understand why "Mark all items as complete" is not showing on your end. To do this, we suggest reaching out to one of our experts, as they have additional tools and can conduct a screen-sharing session to help resolve the issue. Follow the steps below:

1. Sign in to your QuickBooks Online company. Click Help (?).
2. Select either tab: Assistant or Talk to a Human.
3. Search or select Contact Us.
4. Start a chat with a support expert.

You can contact us from Mondays to Fridays, 6 AM to 6 PM PT, and Saturdays, 6 AM to 3 PM PT.

You can watch these video tutorials that can help you with most of the tasks in QuickBooks Online: Compare mobile app features.

Also, you can check out the articles below about user permissions and how to record photo receipts.

• User types in QuickBooks Online
• Capture and categorize receipts and bills

If you have any more questions about a specific feature or need help navigating your QuickBooks mobile app, please feel free to post your reply below. We're always here for you. Have a great day ahead! @@mscureman67.