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sendow
February 19, 2023
Question

I created a new company in QB Online, and QB is constantly nagging me to "book a personalized session" and complete the "Setup Guide". How do I turn off this nagging?

  • February 19, 2023
  • 1 reply
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1 reply

MariaSoledadG
MariaSoledadG
February 19, 2023

I'll share some information on what you see after you've created your company, sendow.

 

When you just created your company file, you'll usually see messages that remind you to finish your setup. These are just reminders or even serve as a guide specifically for new users. 

 

To get rid of this, you have to complete the process from See how much you're making down to the Add the finishing touches option. You can just ignore them while you're still working with QuickBooks. Moving forward, the message will just disappear as you go along.

 

If you have the option to Close the button, you can also use that to remove the window instead.

 

Furthermore, to ensure you're set up properly your account, you can check out this manual for your reference: How To Get Started In QuickBooks Online Manual.

 

Keep me posted if you have any questions about QuickBooks. We're here to get you covered.

S
sendowAuthor
February 19, 2023

Unfortunately, the Setup Guide doesn't let me "complete" the steps or mark them as complete.  I have tried to "complete" the steps, but they simply revert to gray / unchecked and the Setup Guide remains at 0%.

 

Every time I login, the "Book your personalized setup session" banner appears. I keep closing it, but it reappears after a refresh of the home page.

 

The nagging and constant advertisements are very annoying.  QB Online really needs an option to let a user turn all off all of this noise.

F
FateCandylaneT
February 19, 2023

I'm here to share additional insights and ensure you'll get the help you need, sendow. 

 

This banner usually appears if your QuickBooks Online (QBO) account is incomplete when set up. To help you accomplish these processes, I'd suggest contacting our Customer Care Team. They'll assist you with how to achieve your company's setup. Also, they can do real-time screen sharing to know what's happening on your end.

 

Here's how to reach them:

 

  1. In your QBO account, click on Help (?).
  2. Choose either Assistant or Talk to Human to get started.
  3. Search Contact Us.
  4. Start a chat with a support expert.

 

Moreover, I'm adding these references to guide you in setting up your account:

 

 

You can always add your comments below if you have additional questions when setting up your QBO account. We'll be delighted to have you back and assist further. Take care!

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