Use these resources to discover what QuickBooks Online Accountant can do for your practice.
ADVISOR RESOURCE CENTRE
Dedicated resources to help you manage your practice and your clients.

Save time and grow your practice efficiently
GETTING STARTED
QuickBooks Advisor user guide
A step by step downloadable manual to show you how to get the best out of QuickBooks.
GETTING STARTED
How to navigate QuickBooks Online Accountant
Get up to speed on where features are located in QuickBooks Online Accountant.
GETTING STARTED
How to set up client files in QuickBooks
Learn how to access and set up new QuickBooks Online client files.
GETTING STARTED
How to set up bank connections in QuickBooks
Learn how to connect your clients bank accounts to QuickBooks.
GETTING STARTED
How to customise invoices in QuickBooks
Learn how to set up and customise invoicing for your clients in QuickBooks Online.
GETTING STARTED
How to set up GST and prepare BAS in QuickBooks
Learn how to set up tax settings in the GST centre and prepare BAS for lodgement.
GETTING STARTED
How to categorise transactions in QuickBooks
Learn how to review and categorise bank and credit card transactions.
GETTING STARTED
How to complete a bank reconciliation in QuickBooks
Learn how to complete a bank reconciliation for your clients in QuickBooks Online.
EXPLORE
ProAdvisor Program
Explore the benefits including free access to QuickBooks Tax powered by LodgeIT.

LEARN
QuickBooks Online Accountant Benefits
Learn about benefits including streamlining processes and managing clients.

EXPLORE
QuickBooks Online Accountant Workflow
Utilise practice management features such as managing projects and client communications.

EXPLORE
Discover new product features
Watch our Pro Power Hour recording covering new features in QuickBooks Online Accountant and QuickBooks Tax powered by LodgeiT.
EXPLORE
Workflow and advisory
Watch our Pro Power Hour recording covering workflow tools in QuickBooks Online Accountant and Fathom’s Advisory tips.
LEARN
How to prepare BAS for lodgement in QuickBooks for your clients
Lauretta Finis, Director of Quick Bizness Bookkeeping Solutions and Registered BAS Agent, shows us her end-to-end BAS workflow.
Keep your clients informed and help them succeed
Send these resources to your clients to help them discover the benefits of using QuickBooks Online.
GETTING STARTED
Getting started with QuickBooks Online
From bank feeds to invoicing, learn about the basics of QuickBooks Online.
GETTING STARTED
How to create and send an invoice in QuickBooks
Create and email invoices, set up partial amounts and progress invoicing.
GETTING STARTED
How to customise an invoice in QuickBooks
Create custom invoice templates and fields.
GETTING STARTED
Accept payments with PayPal using QuickBooks Online
Learn how to connect QuickBooks Online to PayPal and accept payments via credit cards, debit cards and PayPal.
FLYER
Why choose QuickBooks Online
Share this digital A4 flyer to highlight benefits of QuickBooks Online.

TEMPLATE
The benefits of QuickBooks Online
Forward this email to your client or use it as a talking point.

TEMPLATE
Mobile invoicing and faster payments
Explain easier invoicing and payments to your clients.

TEMPLATE
The easier way to stay STP compliant
Remind your client of the importance of STP compliance.

TEMPLATE
The easier way to stay BAS complaint
Share how QuickBooks Online supports BAS compliance.

FLYER
QuickBooks Online pricing for small businesses
View the current retail prices for small businesses.
