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ADVISOR RESOURCE CENTRE | TUTORIALS | ACCOUNTING SOFTWARE

Handy Resources

Access how-to videos, guides and marketing templates to help you and your clients learn how to use the QuickBooks suite.

Sign up for virtual training

Earn CPD and join our regular training webinars covering a range of topics including QuickBooks Online, QuickBooks Payroll powered by Employment Hero and QuickBooks Tax powered by LodgeiT.

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For Accountants

Learn how to use QuickBooks Online Accountant to manage your practice and your clients in one place.

User guide
USER GUIDE

Getting started checklist

A step-by-step guide to getting started with the QuickBooks Suite.

Navigate QuickBooks Online Accountant
Video
VIDEO

Navigate QuickBooks Online Accountant

Learn how to access key features in QuickBooks Online Accountant.

How to
HOW TO

Create Projects in QuickBooks Online Accountant

Learn how to create and use project templates.

How to
HOW TO

Practice management in QuickBooks Online Accountant

Learn how to use the work tab to collaborate with your team and streamline your workflow.

How to
HOW TO

Document management in QuickBooks Online Accountant

Learn how to use the shared documents tab to manage and categorise your client documents.

For Accountants

Learn how to use QuickBooks Online Accountant to manage your practice and your clients in one place.

User guide
USER GUIDE

Getting started checklist

A step-by-step guide to getting started with the QuickBooks Suite.

Navigate QuickBooks Online Accountant
Video
VIDEO

Navigate QuickBooks Online Accountant

Learn how to access key features in QuickBooks Online Accountant.

How to
HOW TO

Create Projects in QuickBooks Online Accountant

Learn how to create and use project templates.

How to
HOW TO

Practice management in QuickBooks Online Accountant

Learn how to use the work tab to collaborate with your team and streamline your workflow.

How to
HOW TO

Document management in QuickBooks Online Accountant

Learn how to use the shared documents tab to manage and categorise your client documents.

For Bookkeepers

Learn how to use QuickBooks Online Accountant to manage your practice and your clients in one place.

User guide
USER GUIDE

Getting started checklist

A step-by-step guide to getting started with the QuickBooks Suite.

Navigate QuickBooks Online Accountant
Video
VIDEO

Navigate QuickBooks Online Accountant

Learn how to access key features in QuickBooks Online Accountant.

How to
HOW TO

Create Projects in QuickBooks Online Accountant

Learn how to create and use project templates.

How to
HOW TO

Practice management in QuickBooks Online Accountant

Learn how to use the work tab to collaborate with your team and streamline your workflow.

How to
HOW TO

Document management in QuickBooks Online Accountant

Learn how to use the shared documents tab to manage and categorise your client documents.

Marketing and Client Tools

Access ready to use templates for email, social media and webpages. Share resources and marketing material to your clients.

How to
HOW TO

Getting started with QuickBooks Online

Tutorials and user guides for your clients.

Downloads
DOWNLOADS

Social Media templates

Posts to promote your services on social media.

Downloads
DOWNLOADS

Email templates

Templates highlighting key QuickBooks features for clients.

Downloads
DOWNLOADS

Flyers

Flyers to send to clients explaining the QuickBooks difference.

Downloads
DOWNLOADS

Webpage template

Information to add to your website highlighting options for clients.

Downloads
DOWNLOADS

Flyers in Chinese

Flyers in Chinese to explain benefits of QuickBooks Online to your clients.

Need more help?

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Advisor resource hub

All you need to get started with the QuickBooks Suite.

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Visit our support site

Search thousands of help articles on our support site.

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Use the help button

Use the help button from any page within QuickBooks Online to search articles or connect with an expert.

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Ask the community

Get help and links to useful resources from other small businesses using QuickBooks.