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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.

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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.

Learn more

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.

Video tutorial thumbnail for learning how to navigate through 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.

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.

Video tutorial thumbnail for learning how to navigate through 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.

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

Advisor Toolkit for Clients

Help your clients explore the new connected QuickBooks Online platform with resources on what’s coming, how to access improvements, and answers to common questions.

How to
HOW TO

QuickBooks Platform Support Hub

Help your clients with FAQs and links to product support for navigating the latest QuickBooks Online updates.

How to
HOW TO

QuickBooks Online Interface FAQs

Find answers to frequently asked questions about the new QuickBooks Online interface and what it means for 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.