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Set up advanced settings

Choose whether to track classes and locations, and customize other important settings like fiscal year and more.

Set up additional users

Allow access for up to 25 users and 3 accountants, only in Advanced.

Set up custom roles

Customize each user’s permissions to control what they can see and do in your account. Advanced has the most flexible permissions of any QuickBooks Online plan.

Import your chart of accounts

Need to create a chart of accounts or learn what this is? Check out our FAQs.

Import your customer list

Import customers to save time when sending invoices, categorizing expenses, and more.

Import vendors

Import your vendors to avoid manually entering them each time.

Enter your opening balance

Add an opening balance for your bank or credit card. This helps with reconciliation.

Connect your bank account and credit cards

Connect your bank and credit cards so your transactions automatically appear in your QuickBooks account.

Record your historical transactions

Import your historical transactions for a complete picture of your business.