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QuickBooks Online Setup Wizard

Last updated 02/02/2021

How to use the QuickBooks Online setup wizard.

Configuring your Accounting Dashboard default accounts in Cin7.

Please ensure you have created the correct Chart of Accounts in QuickBooks Online. 
  1. While logged in as an Administrator, from the left navigation, select Accounting.
  2. Select QuickBooks Online.
  3. Select the gear icon on the top left side of the screen.
  4. Select Settings.
  5. Select the Start Setup Wizard link.
  6. Read through the QuickBooks Online Setup information, then select Next.
  7. Choose your Inventory Method by using the drop-down list, then select Next.
    • Please see below for information about the inventory methods.
  8. Choose default accounts by using the drop-down for each default account, then select Next.
  9. Select Back to Setup to return to the Accounting Dashboard settings page.