Hello, Geoff-tutt. I understand how confusing it can be when there are different instructions given to book an on-boarding session with Quickbooks. To schedule time with one of our expert, you can directly go through our website then scroll down, and click the Book Now button to book an on-boarding session with QuickBooks.
We have a free 45 minute onboarding session that is available from Mondays to Fridays, 9am to 7pm PST and you can book a slot within the first 90 days from your purchased plan.
You can always go back here in the Community space, so don't hesitate to reach out if you have further concerns. We're always here to help.