Training and onboarding for your clients

Help get your clients going - fast


Bring your clients and their data into QuickBooks Online Accountant

How to add clients in QuickBooks Online Accountant

  • 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

  1. Do it yourself (DIY): Quick-start DIY guide to conversion (PDF)

  2. Assisted conversion: The Service Delivery Team can assist with 5 types of conversion to QuickBooks Online:

Contact your sales representative to get started.

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