New Users
Start here to set up your firm, from activation to team setup.
12 articles
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What to Consider: Migrating from QuickBooks Desktop to QuickBooks OnlineOverview of key considerations and best practices when moving from QuickBooks Desktop to QuickBooks Online.
Where to Begin: Admin Setup GuideLearn the essential steps for configuring your firm’s settings and getting started as an Admin.
How to Activate Your Monograph AccountUnderstand how to enable online payments, unlock invoicing, and prepare your account for billing.
Guided Onboarding Cheat Sheet ✓Find what you need, when you need it
What to Know When Entering Historical Billed AmountsLearn how historical billed amounts support your active projects and how to add them effectively in Monograph.
Monograph Project Boost ServiceHow we help build your active projects into Monograph and get you operational.
Transitioning to Monograph: What to Expect and How to Get Set UpSet your cutover date and start working on projects.
What to Expect: Monograph Guided OnboardingAn overview of the guided onboarding experience for new customers.
What Should I Know About My Monograph AccountFind answers to the most common questions about setting up and managing your account.
When a Team Member Doesn’t Receive Their Invite to Join MonographUnderstand the common reasons invitation emails fail and how to get your team member successfully invited.