QuickBooks HelpQuickBooksHelpIntuit

Send QuickBooks training courses to your clients

by Intuit2 Updated 1 year ago

Get exclusive training courses for your clients in QuickBooks Online Accountant.

As a ProAdvisor, one of your many benefits is training courses for your QuickBooks Online clients. These short courses cover everything from basic setup to daily bookkeeping to advanced features like QuickBooks Payments.

Give these QuickBooks Online courses to your clients and encourage them to learn basic bookkeeping. This makes your conversations with them more productive and focused on challenging bookkeeping tasks.

Download client training materials

  1. In QuickBooks Online Accountant, go to the ProAdvisor menu.
  2. Select the Benefits tab and go to the Training section.
  3. Select and expand the QuickBooks Online training materials for your clients section.
  4. Select Download.

This downloads a ZIP file with training courses. Open the ZIP file to view each course PDF. Then email the PDFs to your clients.

Tip: Check out the Firm of the Future website for the latest training tips from other accounting experts.

QuickBooks Online Accountant

Sign in now for personalized help

See articles customized for your product and join our large community of QuickBooks users.

More like this