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Company Setup Kit
Customer knowledge base
Subscriptions, Users, Notifications, & Policies
New User Setup Kit
Company Setup Kit
Customer knowledge base
Subscriptions, Users, Notifications, & Policies
New User Setup Kit
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🛠️ Company Setup Kit
Setup takes minutes!
Follow these simple steps and easily skip ahead.
Our app-specific help guides are under Step 4.
1. Sign In
2. Connect QuickBooks
3. Subscribe
4. Select settings & go!