- Connect a bank feed
- Create and send custom invoices
- Manage sales and expenses
- Complete a bank reconciliation
- Set up Payroll
- Migrate your clients from Xero, Excel, MYOB or Reckon Desktop
- Set up QuickBooks Online Accountant workflows
Choose from a 30 or 60 minute onboarding session to answer any questions you may have for your clients’ needs. If you have any special requirements, we’ll do our best to tailor the training.