How do I remove the Setup Checklist?

You can remove the Setup Checklist by customizing it in QuickBooks Online (QBO), OCi.

Customizing the Setup Checklist in QuickBooks Online is essential to align the setup with your business needs, ensuring an efficient and smooth transition for managing your accounting and finances.

Here's how to customize it:

1. From the Dashboard, click on the Customize option.
   
   
    
2. On the Customize option, select Add or remove widgets.
   
   
    
3. You can now choose the widgets you want to select and deselect the ones you don't.
   
   
    
4. Once done, hit Save.

Please check out this article for more information about displaying an updated overview of your company's finances: Get started with QuickBooks Online.

When you are ready to generate an invoice, you can refer to this article to learn more about creating invoices: Create Invoices in QuickBooks Online.

I'll be around if you have other questions or inquiries about your dashboard preferences in QBO. Please know that you can always share with us by circling us back below, and I'll assist you promptly.