I need to setup an onboading appointment

I’m glad to assist you today, @Dan Steele.

You can utilize a third-party application to set up onboarding appointment in QuickBooks Online. Our Apps Center has available tools that can work with QuickBooks.

You can also visit your Apps menu within your QBO account to check for this tool. Let me show you how:

1. Select the Apps menu.
2. Enter a keyword in the Search field.
3. Choose and select the app to view their feature.

In case you need tips, resources, and instructional videos to manage your company, feel free to visit our QuickBooks Support page for reference.

Don’t hesitate to drop a comment below if you have other QuickBooks questions or concerns besides setting up an onboarding appointment. I’m always here to help you out. Take care!

@Dan Steele 

Do you need to manage your onboarding appointment with your clients, or do you need to setup an onboarding appointment with QB Live, or else?