QuickBooks intelligent onboarding: Confidence starts with the right setup

There's something energizing about starting something new. That excitement you felt when you launched your business. When you added a new employee. The invoice you sent to your very first customer.

A new tool for your business is kind of like that, whether it's a piece of equipment or investing in financial management software like QuickBooks. There's a similar rush when you get to customize everything and set the foundation for the future. And that looks different for everyone, whether you're starting from a stack of spreadsheets, another accounting tool, or nothing at all.

Intelligent onboarding pairs the speed of AI with the confidence of a setup expert, so you can quickly move past initial tasks, personalize your experience, and get to what matters: cleaner books, faster payments, and better decisions — without doing it all yourself.

Here's how it works.

What's included in your QuickBooks plan

Everything below comes with your QuickBooks plan.

BETA A setup built around your business. Tell QuickBooks about your business, and it personalizes your setup around how your industry actually works, from your chart of accounts to the workflows you'll use most.

A setup expert, in your corner during your first 90 days*. Schedule live one-on-one time with a setup expert as often as necessary during your first 90 days or until your setup is complete, whichever occurs first. Ask one question or ask fifty. There's no limit and no pressure.

BETA Your Setup Hub. Once you're set up, Setup Hub becomes your home base. It's a running, personalized set of next best actions to get the full benefits of your QuickBooks platform – whether that's connecting a new account, turning on payroll, or exploring a feature you haven't tried yet.

How intelligent onboarding works in QuickBooks

Tell QuickBooks about your business

A short conversation gathers what QuickBooks needs to get started. No blank forms, no accounting jargon.

Watch it get to work

QuickBooks connects your accounts, brings in your data, and starts organizing your books around your industry, so your foundation is accurate from day one.

Get your invoicing and payments ready to go

Once your accounts are connected, intelligent onboarding helps you turn on and customize invoicing and payments so you can bill clients and get paid.**

Bring in a setup expert as often as you need to get started

Have a question? Want someone to double check your setup before you move forward? Schedule time with a setup expert, as many times as you'd like, in your first 90 days.

See intelligent onboarding in action

Reading about it is one thing. Seeing the whole experience, from your first conversation with QuickBooks through your first call with a setup expert, is another.

Meet your setup expert

A lot of business owners aren't sure what "expert help" really means until they've tried it, so here's a detailed look at what you get.

When you schedule time with a setup expert, you're not signing up for a class or handing your books over to someone else. It's a working session, on your schedule, where a setup expert walks through QuickBooks with you. They'll answer your questions, check your setup, and show you a few ways to save time going forward, like automating recurring invoices or transaction categorization rules.

Whatever kind of help you're looking for, QuickBooks has you covered

Some business owners want to talk it through with someone. Others would rather work it out on their own. Intelligent onboarding is built for both.

If you want a setup expert's eyes on it, you can schedule time whenever it's useful, whether that's on day one or after you've had a chance to explore. There's no set curriculum, and no single right time to ask for help. A setup expert can meet you wherever you are, whether you have one specific question or want a full walkthrough.

How QuickBooks works with an accountant

Intelligent onboarding isn't a replacement for your accountant. It's what gets your books ready for them. A clean, accurate setup means less time spent on corrections and cleanup, and more time for the advice and planning only your accountant can offer. Your setup expert is there to help you get started. Your accountant stays at the center of your business, right where they belong.

How to schedule your call

Once you're in QuickBooks, your setup expert is never far away. Head to your Setup Hub or click Contact Experts in the top right corner from any page, and select the option to schedule a setup call. Want to talk sooner rather than later? Request a callback, and you'll typically hear from a setup expert within minutes, depending on availability. Or you can schedule a call at a time that works with your schedule. You're in the driver's seat.

Ready to get started with Quickbooks?

Wherever you're starting from, QuickBooks meets you there and gets you set up right.

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Disclaimers

* Limited Intuit Expert access is included with your QuickBooks Solopreneur, Simple Start, Essentials, Plus, Advanced, or Enterprise Suite subscription. Additional access to Intuit Experts and benefits are available with a separate subscription. Additional terms, conditions, limitations, and fees apply.

**Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.

*** Based on a survey commissioned by Intuit of QuickBooks U.S. customers as of September 2025.

**** Based on internal Intuit data reflecting the cumulative number of QuickBooks Online customers who completed at least one expert-led onboarding setup call from December 10, 2022 through June 2026.

***** Based on a survey commissioned by Intuit of QuickBooks U.S. customers as of December 2025.