Hi there, and welcome to the Community space, John.
To effectively utilize QuickBooks Online, undergoing training is an excellent approach that ensures your readiness and proficiency in employing this software. I would be delighted to guide you through various avenues of acquiring knowledge on how to navigate and master QuickBooks Online, thereby enabling you to commence confidently.
The training opportunities differ slightly based on your specific role within QuickBooks. For instance, if you are an accountant utilizing the Accountant version of QuickBooks Online, there's built-in training tailored to demonstrate how QuickBooks can optimally assist your clients with their accounting requirements. To access this training, you can click on the ProAdvisor tab within your QuickBooks Online Accountant (QBOA) account and proceed to the Training section. Here, you will find a variety of self-paced and webinar-based training options that you can utilize to familiarize yourself with the software and prepare for certification.
If you're using other QuickBooks Online versions, I recommend visiting our website's QuickBooks Learn & Support page. This resource offers a range of learning tools, such as webinars, tutorial videos, and a search function that directs you to the QuickBooks Community. Within the QuickBooks Community, you will find an extensive collection of self-help articles that provide step-by-step guidance on bookkeeping activities like transaction creation, chart of accounts management, employee and user additions, and more. Additionally, you can engage with other Community users and QuickBooks Team members, including myself, by asking questions and receiving valuable insights and assistance.
On the other hand, you can also contact our customer support team for live communication, and they can guide you on how to access the program effectively. Here's how you contact them:
- Go to the Help menu and select the Search tab.
- Then, click Contact Us.
- Then, enter a brief description of your concern and select Continue.
- Lastly, choose either Start a Chat or Get a Callback to start connecting with them.
Furthermore, you may refer to this article to get familiar with some of the main features of the program: Get started with QuickBooks Online.
If you need more help with any other QBO tasks, please let me know by leaving a comment below. Have a good day!
