Is there a training client I can set up for training purposes?

Hello jake-r-elstone,

Welcome to the QuickBooks Community! Getting to know QuickBooks Online through training is a great option for making sure you and anyone else on your team that might be using the program are set to go with using it. I'd be happy to go over the options for learning the ropes for the software so you can get started.

The learning options available vary slightly depending on your role as a QuickBooks user. For instance, if you're an accountant using QuickBooks Online's Accountant version, there's built-in training tailored to demonstrating how QuickBooks can be used to most effectively help your clients with their accounting needs. The way to access that training is by selecting the ProAdvisor tab in your QuickBooks Online Accountant (QBOA) account, then navigating to the Training tab. There, you'll see self-paced and webinar-based training you can take advantage of to learn the program and prep for the certification. If you have a QBOA account and would like other members on your team to go through this as well, they'll be able to do so as long as they're added to the account as team members.

For regular QBO users, I recommend the QuickBooks Learn & Support page on our website. There, you'll see options like webinars, tutorial videos, and even a search bar that leads to right here in the QuickBooks Community. The QuickBooks Community has a wide variety of self-help articles that guide you through different bookkeeping tasks like creating transactions, managing the chart of accounts, adding employees and users, and more. You can also ask questions to receive answers from other Community users and QuickBooks Team members like myself.

That should get you on your way, but don't hesitate if you have more questions for me. I'm here to help!

Hi Laura,

So my QBOA users (who show up under "Team")  are able to access all of the training available to me under the "ProAdvisor" tab - regardless of whether they are set up as a 'Basic" user?

As well, under the "ProAdvisor" tab, all they would see,  is a further tab called "Training"  - is this correct?  I don't want them to access the firm's "Benefits" tab that sits above the "Training" tab.

Thank you in advance,

Christina

Hello chrismayblok. It's great to have you chime in on this thread. I'll be happy to list out the user roles and limits in QBO below:

Here's the access for a basic user: 

• Limited access to administrative functions for your firm
• No access to managing clients
• No access to your firm's books
• Administrator access to client QuickBooks

Full

• Full access to administrative functions for your firm
• Full access to managing clients
• Full access to your firm's books
• Administrator access to client QuickBooks

Custom

• Custom access to administrative functions for your firm
• Custom access to managing clients
• Custom access to your firm's books
• Administrator access to client QuickBooks

There you go! You're now aware of the user access roles and limits in QuickBooks. Let me know if this info helps. You're more than welcome to ask other questions, I'm here to help.