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Getting started with QuickBooks Online Accountant

The QuickBooks Suite Checklist

Your success starts here
Your ideal practice begins with the basics—from adding your first clients to finding your favourite tools. We’ll walk through how to get up and running, and preview the growth and efficiency that the QuickBooks Suite puts at your fingertips.

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Get started with the QuickBooks Suite

Explore how the QuickBooks Suite helps your practice come together. Learn about the exclusive benefits of the ProAdvisor Program, including access to QuickBooks Tax powered by LodgeiT and QuickBooks Advanced Payroll powered by Employment Hero for your firm, and join a community of like-minded ProAdvisors via Facebook.

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Learn how to use the QuickBooks Suite

Get new skills by completing Core Certification in QuickBooks Online unlocking ProAdvisor Program benefits. Attend a range of virtual and in-person events to help you learn how to get the most out of the QuickBooks Suite.

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Stay up to date - bookmark these pages

Now you’ve learnt the basics of how to use the QuickBooks Suite, continue to build on your skills. View the latest product updates, access tools and resources to improve your efficiencies and grow new clients with marketing tools and templates.

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You're all set up!

Now capitalize on your momentum. Now that you’re up and running, use the following resources to grow your firm and reap all the rewards QuickBooks Suite has to offer.

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ProAdvisor Program

Attract clients and learn new skills to become a more well-rounded advisor.
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Get QuickBooks certified

Pass the certification exam in QuickBooks Online Accountant for unlimited phone and chat support, and a free Find-a-ProAdvisor listing to help find more clients.
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Proven tips for attracting clients

Get advice on how to maximize your firm’s listing on the Find-a-ProAdvisor network.