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UpSheets can show a short guided tour on key screens (for example Import, Validate, and Upload) to highlight filters, editing, revalidate, and upload actions.

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Reset the tour

If you closed a tour early or want to see the walkthroughs again:
1

Open Settings

Select Settings from the menu.
2

Open Profile

On the Profile section, find your name, email, and timezone fields.
3

Reset

Click Reset Onboarding Tour.
You should see a confirmation toast: Onboarding tour reset. The next time you visit a page that has a tour (such as Import or Upload), the guided steps can start again.
The Reset Onboarding Tour button is on the same Profile settings screen as your name and timezone—not under Integrations or Invoices.

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Exiting a tour early

If you choose Exit the tour and confirm, UpSheets stops showing onboarding on all pages until you use Reset Onboarding Tour in Settings. Finishing a tour on the last step only marks that screen as complete; other pages may still show their tour until you finish or exit them.