What is Assisted Onboarding?
Assisted Onboarding is a personalized, expert-led onboarding service available to get you started.
Who is Assisted Onboarding for?
Assisted Onboarding is for new QuickBooks users who are getting started with QuickBooks Online (QBO), or not-so-new customers who still need a hand getting set up and learning how to get the most out of the software.
The top reasons to try Assisted Onboarding
When you choose to enroll in assisted onboarding, a dedicated product expert will take you step-by-step through everything you need for long-term success with your QBO subscription.
Your package includes:
- one-on-one call time with a dedicated product expert for 30 days
- ability to select your preferred product expert (subject to availability)
- deferred billing until after your 30 days are complete
- call recordings of all meetings for future reference
Here are some of the topics and tasks that our experts can walk you through, based on which product you have:
Ready to get started? Book an appointment online in minutes.
How does this differ from free QBO customer support?
Our QBO customer support team is available to address specific troubleshooting questions that you may have, no matter how long you have been with us.
Assisted Onboarding for new QBO customers ensures that you are up and running smoothly from the start. Our product experts take a proactive approach, walking you through the features and settings that you will need to manage your finances moving forward. They don’t just focus on the one issue at hand but help you navigate through all the product set-up items necessary for your business.
What is the cost for Assisted Onboarding?
Right now, the Assisted Onboarding service is available for only $69 – that’s a 30% discount off the regular price.
When is the Assisted Onboarding service available for use?
The service is available Monday to Friday from 9:30 AM to 5:30 PM (EDT).
How do I book an Assisted Onboarding call?
Visit the assisted onboarding appointment schedule to book your personalized onboarding session with a product expert who will take you through all the features and functions you need to run your business.
They will help you with your set-up, introduce you to key activities like invoicing and account connections, show you helpful hints and shortcuts to simplify your accounting and answer any questions you may have along the way.