Free onboarding session

Get the most out of QuickBooks

Our free 1:1 onboarding sessions will help you get the most out of using QuickBooks Online Accountant for your firm and set up your clients on QuickBooks Online. Register for a free virtual onboarding session with a QuickBooks specialist.

QuickBooks Tax Accountant

Learn how to:

  • 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.

Image Alt Text

Book a free session

Visit the Advisor Resource Centre
Dedicated resources to help you manage your practice and your clients.