Running a business is exciting, but it also comes with its fair share of challenges. One of those daunting tasks can be setting up your accounting software, like QuickBooks Online.
If you're a small or medium business owner who's new to QuickBooks Online, don't worry, you don't have to navigate the setup process alone. QuickBooks offers a free 45-minute Guided Set Up Session to help you get started.
Schedule a time that works for you. You'll get an email from our experts inviting you to your 1:1 live session. They'll also follow up with curated articles to help you feel even more confident using QuickBooks.
Benefits of the Free Guided Set Up Session:
- Personalised Guidance: During the session, a QuickBooks expert will walk you through the key features of QuickBooks Online and answer any questions you have.
- Tailored to Your Needs: The expert will work with you to understand your specific business needs and tailor the training accordingly. This ensures that you learn how to use QuickBooks Online in a way that best supports your business.
- Save Time and Money: By getting expert guidance from the start, you can avoid costly mistakes and save time on the setup process.
- Get Up and Running Faster: With the help of a QuickBooks expert, you can get your QuickBooks Online account up and running quickly and efficiently, so you can focus on running your business.
During the session, you will learn how to:
- Connect your bank accounts
- Manage customers and suppliers
- Create invoices and record payments
- Organise expenses and use Snap receipt capture
Don't wait! Book your free Guided Set Up Session today and get started on the path to success with QuickBooks Online.
Getting started
I’m glad you reached out to us for assistance, @SSWANSON2. It’s important to ensure QuickBooks is set up right from the start. From what I gather, you’re looking for clarity on whether the expert onboarding sessions offered in the AU region can be accessed globally by your clients or if there might be restrictions depending on their location. I'm here to provide the information you need.
If you or your clients are based in Australia (AU) and use QuickBooks Online (QBO) in the AU region, the expert onboarding session mentioned by my colleague above is accessible from anywhere in the world, even while travelling abroad. However, keep in mind that some countries may restrict access to the Intuit website and expert guidance due to government regulations. I'm adding this article as a reference: Why Intuit can't provide products, services, or assistance to some countries.
When ready, you can click on the link my colleague has provided to schedule an onboarding session.
On the other hand, if you meant that your clients are subscribed to QBO outside the AU region, QBO still offers region-specific support for onboarding setup guidance. I've added several links to get started with QuickBooks that include details about the onboarding setup in different regions:
- United States: Get up and running with QuickBooks
- United Kingdom: Get started with QuickBooks Online
- Canada: Get started with QuickBooks Online
- Singapore: Get started with QuickBooks Online
- South Africa: Get started with QuickBooks Online
- Ireland: Get started with QuickBooks Online
- Global: Get started with QuickBooks Online
Since the QuickBooks dashboard is the first thing you'll see when you sign in to your QBO AU account, I'm including this article as a future guide to learn more about the dashboard display: Get started and adjust settings after you sign up for QuickBooks Online.
Thank you for sharing your concerns with us today, SSWANSON2. It's essential to have all the right information right from the start and I hope the details I've shared help point you in the right direction. If you need additional assistance, feel free to click on the Reply button, and we'll do our best to help. Have a great day ahead!
