Training and onboarding for your clients

Help get your clients going - fast


Bring your client files into QuickBooks Online

Set up new clients

How to add new clients

 

  • Sign in & add

    Sign into QuickBooks Online Accountant and click the Add client button in the top right.

  • Personalize & choose

    Fill in your client’s info, select the product that’s right for them and save.

  • Add users & access

    Click the plus symbol in the top right and select User to add your clients and specify access.

     

     

Convert desktop clients

QuickBooks Online training for small businesses

Tutorial videos

These tutorials show how to do the things your clients need to do in QuickBooks Online.

All tutorials

Webinars

Clients can get their specific questions answered and learn how to get the most out of QuickBooks Online.

Webinars

Self-serve & search

Clients can browse topics or search for answers that will help them run their business.

Self-serve help

Small Business Centre

Free DIY guides, tools, resources, and testimonial videos filled with advice for entrepreneurs.

Find resources