Get set up in 1 hour or less
This checklist will help you get set up to use QuickBooks Online Advanced
with confidence. It should only take about an hour.
1. CUSTOMIZE INVOICES
   ~10 mins

Add your company info

Add your address, logo, and other info you want to appear on customer-facing documents, like invoices and estimates. Please make sure to enter (or verify) your phone number to ensure you get our highest level support.

~ 3 min

Select invoice fields

Choose the info (like quantity or SKU) you want to appear on your invoices.

~ 3 min

Select your invoice style

Customize the style, colors, fonts, and more for customer facing-documents like invoices, estimates, and sales receipts.

~ 3 min

!

Have questions? Talk to your account manager.

Connect with your dedicated Priority Circle1 account manager for live help if you need a hand at any time. Schedule a call, or call now at 855-253-1537.

2. CUSTOMIZE SETTINGS
   ~15 mins

Set up your bills and expenses

Choose which info to include, like customer details, billable hours, and more.

~ 5 min

Set up advanced settings

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

~ 6 min

Set up enhanced custom fields

Only in Advanced. Set up custom fields to track, search, and sort by the details that are important to you.

~ 4 min
3. SET UP USERS & ROLES
   ~5 mins

Set up additional users

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

~ 2 min

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.

~ 3 min

!

Have questions? Talk to your account manager.

Connect with your dedicated Priority Circle1 account manager for live help if you need a hand at any time. Schedule a call, or call now at 855-253-1537.

4. IMPORT YOUR DATA
   ~20 mins

Import your chart of accounts

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

~ 4 min

Import your customer list

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

~ 3 min

!

Have questions? Talk to your account manager.

Connect with your dedicated Priority Circle1 account manager for live help if you need a hand at any time. Schedule a call, or call now at 855-253-1537.

Import vendors

Import your vendors to avoid manually entering them each time.

~ 3 min

Import products and services

Import information about the products and services you charge for.

~ 3 min

Record open invoices by batch

Use the batch transaction feature in Advanced to easily enter your open invoices.

~ 5 min

Import a budget from Excel or Google Sheets

Benchmark budgets and performance reports all within QuickBooks.

~ 2 min
5. CONNECT YOUR BANK
   ~10 mins

Enter your opening balance

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

~ 2 min

Connect your bank account and credit cards

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

~ 3 min

!

Have questions? Talk to your account manager.

Connect with your dedicated Priority Circle1 account manager for live help if you need a hand at any time. Schedule a call, or call now at 855-253-1537.

Record your historical transactions

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

~ 5 min

Power more of your business with QuickBooks add-ons

Set up payments

Start accepting credit cards, debit cards, and ACH transfers to get invoices paid faster.

~ 5 min

Set up payroll

Set a payroll schedule and determine withholdings.

~ 60 min

Set up sales tax

Set up sales tax if you sell taxable items and need it to appear on your invoices.

~ 5 min
Celebration

You did it!

Now that your account’s up and running, see your hard work in action by trying batch invoicing.

Try some of the features exclusive to QuickBooks Online Advanced

Or see all Advanced-only features.

Batch transactions

Batch transactions
Streamline your workflows and save time with batch transactions.

Learn more
Batch transactions

Reporting and insights
Make better business decisions with customizable reporting tools in Advanced.

Learn more
Workflows

Workflows
Make better business decisions with customizable reporting tools in Advanced.

Learn more

Get even more out of QuickBooks

  • Join a webinar
    Learn from the pros in our free webinars such as Getting Started, Cash Flow Management and more.Register
  • Get your books done right
    Make sure your books are always accurate and up-to-date with QuickBooks Live Bookkeeping.Learn more
  • Stay in control of your payroll
    Manage payroll and track time with QuickBooks Payroll Elite.Learn more
Frequently asked questions