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.

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Book a free session

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