Hello there, jbg5. The most effective way to get started is by having them use the QuickBooks Online Test Drive feature. This provides a hands-on, risk-free environment where they can practice creating invoices, recording expenses, and running reports. Once they feel comfortable with the basics, they can transition to your live company file with more confidence.
To support their learning, I recommend checking out this resource: Get started with QuickBooks Online. It includes tutorials, references, and guides to help them familiarize themselves with QBO’s main features.
If your business has specific workflows, it can be beneficial to guide them through your processes personally. This way, they’ll not only learn the software but also understand how it applies directly to your operations.
You can revisit this link if you have follow-up questions.
