Onboarding wizard walkthrough

The wizard appears the first time you sign in. A progress bar shows where you are, and you can leave and come back at any time — it remembers your step.

Step 1 — Company information

• Company name
• Industry — search for your merchant category code (MCC)
• Average monthly revenue

Click Continue to save.

Step 2 — Connect QuickBooks Online

Click Connect QuickBooks Online, sign in to Intuit and approve access. You return to the wizard automatically. You can also choose Skip for now and connect later from Integrations.

Step 3 — Payment processor

Connect your payment gateway so you can start taking payments. Then click Go to dashboard.