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.

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.

Select invoice fields

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

Select your invoice style

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

Get even more out of QuickBooks

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.
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Frequently asked questions