Skip to main content
E
earmsby-armsbyse
April 12, 2024
Question

Can you dismiss the set up steps?

  • April 12, 2024
  • 1 reply
  • 0 views

When I go to my "sales overview" a panel at the top is for "SETUP" and shows 75% done. (screenshot attached) The only "step" not done is to sign up for intuit's instant deposit service. This service charges an additional fee and I don't need it or want it. My customers send me checks in the mail and I deposit them in the normal way.

 

I'd like to dismiss these steps so the panel goes away and I can see my actual information at the top of the screen rather than what is basically an ad.

 

Is there any way to get rid of this?

1 reply

J
JanbonN
April 12, 2024

I appreciate you for the detailed information and screenshots you've shared, earms.

 

The option to hide the progress of your setup is not currently available in QuickBooks. The reminder is intended to help ensure that you can utilize all of the services offered by QuickBooks. If you would like to request this feature, I recommend that you provide direct feedback to our product engineers.

 

To send your request:

 

  1. Go to the Gear icon.
  2. Under the Profile column, select Feedback.
  3. Enter your feedback or suggestions.
  4. Click Next.
  5. Choose Feedback for the category.
  6. Click Send.

 

Additionally, you can refer to this article with the steps about personalizing your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Return to this thread if you have other concerns with your widgets in QuickBooks. I'll be here to assist you.

E
earmsby-armsbyseAuthor
April 15, 2024

Thanks for that response. That's disappointing but not surprising. It's unfortunate that intuit considers enrolling in an additional paid service that I don't need as an integral part of "set up." FWIW, I have clicked through, read about the service etc. I did everything up until the point where I had to enter my banking information to continue but it still says "not started" and the set up steps remain at 75%. Oh well.

Terms & ConditionsAccessibility statement