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Get started using the QuickBooks EasyStep Interview

The QuickBooks EasyStep Interview is an optional "wizard" that takes you step-by-step through the basic tasks to set up QuickBooks to manage information about your company.

Don't worry if you are not sure how to answer a question, you can usually go back and change your answers while you're in the interview, or you can change your answer in QuickBooks later.

As you use QuickBooks, you will be asked to provide additional information when it is needed.

I have more questions

What information and paperwork will I need to complete this interview?

What information and paperwork will I need to complete this interview?

What if I don't want to use the EasyStep Interview?

If you don't want to use the EasyStep Interview, you can click Skip Interview to start using QuickBooks and provide the information to QuickBooks as needed. If you're unfamiliar with QuickBooks or basic business accounting, however, we do recommend you complete the EasyStep Interview.

How does QuickBooks use my Quicken data?

How does QuickBooks use my Quicken data?

I need more help

I need more help
KB ID# H_SETUP_INFO_ONBOARDING_EASY_STEP_INTERVIEW
9/28/2016 11:47:28 AM
QYPPRDQBKSWS07 9138 Pro 2017 815014