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Getting started
A list of resources on how to get started with Quickly.
Creating a Quickly accountLearn how to create a Quickly account to access your dashboard, create invoices, request payments, and manage early payment requests.
Buyer Onboarding Instructions
Completing your Account Settings (Buyer)
How to Get Started with Early PaymentsA Step-by-Step Guide for Suppliers
Company Profile SetupComplete your Company Profile Setup on Quickly, including business address, company details, and owner profiles.
Connect Your Bank AccountConnect your bank to Quickly for verification and payments. Use Plaid or manually add account info.
Connect Your Accounting SoftwareThis article guides you through connecting your accounting software to Quickly, allowing you to sync payments, bills, and transaction data.
Early Payment AgreementThis article guides you through signing the Early Payment Agreement in Quickly. Completing this step enables payment processing.
Transaction SettingsSet up Transaction Settings in Quickly to record payments, bills, and discounts accurately in your accounting system.
Invite Team MembersThis article shows you how to invite teammates to your Quickly account so they can access and manage payments.
Setting Up Pay CyclesLearn how to use Quickly’s Pay Cycle feature to schedule payments on specific dates, helping you streamline and control your payment process
How to Upload Financial Documents in QuicklyLearn how to upload your company’s financial documents in Quickly. This step is essential for verifying your account.
Navigating the Bills SectionThis article provides a guide to finding and managing your bills in the Bills section of Quickly.