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Free onboarding session
New QuickBooks Online customers and trialists* can get a free 45 minute onboarding session with one of our experts.
We offer 1 session per customer and reserve the right to remove this offer at any time.
*Customers and trialists of our QuickBooks Self-Employed plan are not eligible for a free onboarding session.
What your onboarding session covers
Our expert will walk you through the key features of QuickBooks, but they’re unable to offer business or financial advice. The QuickBooks features demonstrated can be tailored depending on your needs.
The session can cover:
- invoicing
- expenses
- setting up bank feeds
- setting up payroll
- setting up Making Tax Digital in QuickBooks, and how to prepare for your first VAT submission
Book your free session
When you sign up for your QuickBooks Online plan or trial, you’ll receive a welcome email from us which includes a link for you to book your free onboarding session using our calendar tool.
You’ll also see booking links in your QuickBooks product.
Free onboarding sessions are available Monday to Friday, 9am to 7pm, subject to availability.
