Create and verify your account
Choose My business at signup and enter your business name and account details. Open the latest verification email and follow its link. If the link has expired, request a new one from the verification screen.
Confirm your business details
- Use the company name your customers recognize, and check the main contact.
- Choose your timezone and the currency used on your invoices. QuickBooks uses the connected company currency.
- Confirm that you are authorized to manage this business's receivables and approve invoice communication, then choose Save and continue.
Bring in your invoices
Connect QuickBooks before adding invoices manually or by CSV if it will be your accounting source. Otherwise, import your unpaid invoices or add one manually. Review balances, due dates, and customer email addresses.
You can finish setup without invoices and come back later. Saved setup details are retained when you reload.
Start your first follow-up
Open Invoices, choose an overdue invoice, and prepare a follow-up. Review the draft in Inbox before approving it. Setup and accounting connections do not send reminders on their own.
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Something still unclear?
Ask our support team. Include the step you reached and what happened. Keep passwords and financial documents out of the email.