New Users
Start here to set up your firm, from activation to team setup.
11 articles
- 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 + ResourcesEverything you need to configure your firm's settings, learn key workflows, and access ongoing guidance, best practices, and feature walkthroughs.
- How to Activate Your Monograph AccountUnderstand how to enable online payments, unlock invoicing, and prepare your account for billing.
- 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 and get your account operational faster
- 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.