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Created with Sketch. Learn about the Paycheck Protection Program application with QuickBooks. Start now.
Intuit
2 helpful votes

Get started with QuickBooks Online Advanced in three easy steps

Learn what to do after you sign up for QuickBooks Online Advanced.

Welcome to QuickBooks Online Advanced! We're glad you're here and ready to get going. Here's what to do now that you're signed up.

Step 1: Meet your Priority Circle account manager

With QuickBooks Online Advanced you get Priority Circle membership, which means you’re our top priority. You have a dedicated account manager, a fast lane for care calls, and online QuickBooks training for your team.

Schedule an appointment or call your Priority Circle account manager at 1-888-702-5228.

Step 2: Customize your account settings

Now it's time to get everything just right. Here's where and how to enter info before you start importing data or making sales.

Set up your:

Step 3: Get your data in

If you have things like customer info or product lists, you can import them (with some limits). You can also connect your bank and credit card accounts to automatically pull in your transactions. This way you save time and don't have to enter things manually.

If you have them, import your:

Connect your:

Optional: Get payroll, sales tax, or payments processing

These features don't come with QuickBooks automatically. But they can greatly simplify your business and accounting workflows. Consider if these are right for you.

Set up:

Learn more anytime

Here are some additional resources to help you get the most out of QuickBooks any time you want. And remember: help is only ever a click away in the Help menu in QuickBooks.

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