Getting started

Launch to the cloud with your clients


We’re partners, let’s reach your potential

Learn about file conversion from an expert: 

Register for webinar

QuickBooks Online training and certification

The certification training and exam are a great way to get started.

Be ready for your client’s questions

 

Watch specially designed webinars and classroom training so you’re ready to help your clients get the most out of QuickBooks Online.

 

Once you're familiar, take the certification exam to test your knowledge and earn points towards more ProAdvisor Program benefits.   

 

 

Go to training

Features accounting pros use most

QuickBooks Online Accountant is its own piece of software with accountant-specific features.

Practice Management

A free project management tool so you and your team can stay on track.

Data-in

Bank feeds and apps automate data entry and document collection.

Day-to-day tools

All your day-to-day accounting tools easily accessible in one place.

Payments & Payroll

Enjoy running payroll and accepting payments without leaving QuickBooks.

Workpapers

Year-end analysis and adjustment process made easy.

Pro Tax T1 & T2

File Federal personal and corporate returns directly from QuickBooks Online Accountant.

How to: Convert your QuickBooks Desktop clients to the cloud

QuickBooks Desktop Pro & Premier users can bring a lot of their data with them.

This article covers what you need to know for migrating to QuickBooks Online including:

 

  • Pre-conversion checklist
  • Import limitations
  • How to import
  • Post-conversion checks 
     

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