For accounting professionals. Not an accountant?

QuickBooks Online Accountant

Training and onboarding for your clients

Help get your clients going - fast

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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.
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Move your client’s books to QuickBooks Online

  1. Do it yourself (DIY): Quick-start DIY guide to conversion (PDF)
  2. Assisted conversion: The Service Delivery Team can assist with 4 types of conversion to QuickBooks Online:
  • QuickBooks Desktop and Enterprise - Full conversion depending on size of the file. Enterprise files require our assistance to migrate. Learn more.
  • Sage 50 - Last 2 years of data. No earlier than January, 1st 2019. Learn more.
  • Xero - Last 2 Years of data. No earlier than January 1st, 2019. Learn more.
  • Acomba - Migrate 1 year of data. Learn more.

Contact your account manager to get started. 

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QuickBooks Online training for small businesses

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Video tutorials

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

All tutorials
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Self-serve & search

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

Self-serve help
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Small Business Center

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

Find resources

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