Is there a way to set up a time to do an online meeting with a QBO advisor to run through questions we have with the custom workflows we are trying to implement?

maddison-homefir · ‎August 29, 2024

We are trying to set up custom workflows and have some questions with the system- we would like to set up a time with an advisor to zoom in to answer our questions.

IntuitSheila · ‎August 29, 2024

Hi Maddison,

If your QuickBooks Online subscription is less than 90 days from sign up date, you can book a Getting started session with the onboarding team using the link below.

Getting Started session:

https://calendly.com/assisted-onboarding/qb-getting-started

This service is for new QuickBooks Online customers looking for help getting set up. If you have a specific question or need immediate assistance, please contact us via the Help button within your account or call us at 1800 046 038.

Furthermore, here's a link you can check about adding or setting up customers in QuickBooks Online.

Posta again in the Community if you have other QuickBooks Online concerns.

Is there a way to set up a time to do an online meeting with a QBO advisor to run through questions we have with the custom workflows we are trying to implement?

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