Getting started

with QuickBooks Online Accountant

Your success starts here

Your ideal practice begins with the basics—from adding your first client to finding your favorite tools. We’ll walk through how to get up and running, and preview the growth and efficiency that QuickBooks Online Accountant puts at your fingertips.
1

Sign up for QuickBooks
Online Accountant

Sign up for free to start growing and managing your practice remotely from one login. QuickBooks Online Accountant is your portal to client leads, training, tools, and support. We provide a range of materials to ease your transition, whether you’re new to the cloud or to QuickBooks.

Add your first client

You can add and track all your clients in QuickBooks Online Accountant—even ones that don’t use QuickBooks. No need to waste time logging in and out of individual accounts. We can help you figure out which clients fit the cloud and form an action plan for migrating them smoothly.
2
3

Connect to QuickBooks Online
(and all your services)

Just as QuickBooks Online Accountant is built for pros, QuickBooks Online is designed for small businesses. Our self-paced trainings, many of which live in your dashboard, show you how to access and work in your clients’ books. You’ll also find resources to help train your clients. Once you’re ready, integrate other services such as payroll and ProConnect Tax Online, plus apps that let you customize clients’ books to their needs.

Fine-tune your workflow

You’ve created your account, added clients, and connected apps. Now comes the fun part: exploring all the features and watching your workload dwindle. Unpack your Accountant Toolbox. Dig into dashboard tabs. Toggle between clients. Practice makes perfect…and in this case, your perfect practice.
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You’re all set up! Now capitalize on your momentum.

Now that you’re up and running, use the following resources to grow your firm and reap all the rewards QuickBooks Online Accountant has to offer.
ProAdvisor Program
Attract clients and learn new skills to become a more well-rounded advisor.

 

Explore ProAdvisor

Get QuickBooks certified
Pass the certification exam in QuickBooks Online Accountant for unlimited phone and chat support, and a free Find-a-ProAdvisor listing to help find more clients.
Proven tips for attracting clients
Get advice on how to maximize your firm’s listing on the Find-a-ProAdvisor network.