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New Member
March 17, 2026
Question

How do you book an on-boarding session with QuickBooks?

  • March 17, 2026
  • 2 replies
  • 25 views

Operators state you book this directly with them. Then others state has to be booked via the website. Weeks on and just can’t speak to anyone about it or get any sense from them. Is Xero a better option?

2 replies

QuickBooks Team
March 18, 2026

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.

QuickBooks Team
March 27, 2026

Hi @geoff-tutt,

 

I just wanted to follow up to check if the resolution we provided helped resolve your issue.


Please let us know if everything is now working as expected or if you're still experiencing any problems.


We'll be glad to assist further if needed.