Hi Hartbrothers! Welcome aboard. QuickBooks can feel like a bit of a maze at first, but there are some excellent ways to learn the ropes by exploring our QuickBooks Online video tutorials, free live training webinars, and courses.
You can access these through our Help & Support page and click the Training dropdown in the top menu to choose between tutorials, webinars, or QuickBooks courses.
To get hands-on experience while following along, you can sign up for a 30-day free trial. Please note that this is a one-time offer per login. It provides a 'test environment' where you can explore every feature before diving into your live account. Please make sure to toggle 'Buy Now & Save' to reveal the free trial option.
To ensure a smooth and accurate transition into QuickBooks, I recommend contacting our QuickBooks Online Live Support team to book your free 45-minute Assisted Onboarding. Unlike a general tutorial video, this is a one-on-one session with live experts designed to guide you through linking your bank accounts, properly configuring your Sales Tax (GST/HST), and navigating all the key features within the test account. Utilizing this service is the most effective way to better understand the workflow and to guarantee that your books are structured correctly and professionally from the very beginning.
Please don't hesitate to leave us a response if you have other questions or concerns.
