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JackS
JackS
Level 3
January 30, 2025
Question

Free QuickBooks Onboarding Sessions

  • January 30, 2025
  • 2 replies
  • 13 views

 

 

Did you know QuickBooks Online offers free 45-minute onboarding session to help you get your account up and running quickly and efficiently?

 

These sessions are designed to help you:

  • Understand the key features: Get a comprehensive overview of QuickBooks Online's essential tools and functionalities
  • Personalise your settings: Tailor your account to fit your specific business needs
  • Get your questions answered: Our experts will be on hand to answer any questions you have about  using the software
  • Access valuable resources: Receive helpful resources like videos, tutorials, and access to the QuickBooks Online community for ongoing support

 

Who can attend?

Any QuickBooks Online user with an active subscription can book a session.             

 

Ready to take advantage of this free service?

Visit our booking page to book your session today!

 

Don't miss out on this opportunity to maximise your QuickBooks Online experience and streamline your business finances.

2 replies

R
r1tzie
October 1, 2025

I received an invitation to get my free onboarding call but I was out of the country at the time but now it says there are no dates available. How do I book a call other than via the calendar option? 
Thanks

J
Jelayca VQuickBooks Team
QuickBooks Team
October 1, 2025

Hi there, @r1tzie. I'm happy to share that we've recently updated the process for booking Assisted Onboarding sessions. You can now make your appointment directly within QuickBooks Online (QBO).

 

To schedule your call with a QuickBooks Onboarding Specialist, please follow this link and sign in to your account: https://qbo.intuit.com/app/one-intuit-contact-expert/contact-expert.

 

Once logged in, click the Connect with an onboarding expert button, then select Appointment. You’ll be able to see the next available date and time. If the options don’t work for you, Find a different time to explore additional availability and choose a time that suits you best.

 

Remember, the Community is always here to help 24/7. If you have further questions about the free onboarding session or QuickBooks in general, please hit the Reply button below. I'm here to support you every step of the way. Wishing you continued success with your business. Take care.

R
r1tzie
October 1, 2025

Hi Jelayca

 

Thanks for your quick reply but sadly the link only takes me to my dashboard and I cannot see connect with an onboarding expert there? When finding the link another way I just get the attached error message. 

M
MoiraskyeTQuickBooks Team
QuickBooks Team
October 3, 2025

I appreciate you taking the time and effort to try to solve this, @r1tzie.

 

To better assist you, could you confirm whether you're using a QBO subscription or a different type of QuickBooks subscription?

 

If you're on a QBO subscription, you can follow the instructions provided by @JeraldR.

 

If you're using QBO and still encountering an error message, we can perform troubleshooting steps to determine if the issue is related to your browser, which may be preventing access to the link.

 

To start, I recommend clearing your browser's cache. This can help eliminate any temporary data that might be affecting the performance of your QBO. Once cleared.

 

You can also consider switching to a different browser to help identify the problem.

 

If you're using a different QuickBooks product, this could explain the error message. Please note that only a QBO user with an active subscription can book the session.

 

You might want to consider using QBO if necessary. For detailed information, check this link: QuickBooks Pricing & Costs.

 

Let us know if you have additional questions or need assistance with QuickBooks. We are available 24/7 to assist you.

R
r1tzie
October 3, 2025

Hi

 

i I have cleared the cache and use both Safari and an alternative browser on an iPhone and still not able to open the link. I can log into my account and access all the features both online and in the app but the link to the onboarding session does not work. Do you have an alternative solution to accessing the onboarding booking system as that is all need to do everything else seems to work fine. 
I have the QuickBooks sole trader subscription which says on the link you said includes an onboarding session and as all the other features work ok I assumed the booking system would be the same. 
thanks 

J
JorgetteGQuickBooks Team
QuickBooks Team
October 3, 2025

We appreciate you sharing detailed information about the issue you're facing with accessing the link to book your onboarding session, R1tzie.

 

Since you have already performed the steps we provided and the issue persists, we recommend contacting our QuickBooks phone support team. They have the tools and expertise to assist you directly and help you secure your free onboarding session.

 

To reach our phone support team, follow these steps:

 

  1. Go to the Help icon.
  2. Choose the Search tab.
  3. Click Contact Us and describe your concern in the text box.

 

You can check out this article to learn when to contact them: Get help with QuickBooks products and services.

 

If you have any further questions or require additional assistance, please add a comment below. We are here to help.

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