Consultations and Courses in QuickBooks

You are responsible for your own device and internet connection, including
that they meet system requirements for allowing you to participate in online
meetings. Please make sure your system is set up ahead of time, and test
it out in a free online WebEx test session.

To prepare for, sign into, and participate in an online meeting, do the

Step 1: A few days or so prior to our online meeting, do a free Cisco WebEx
test session. If you need help with this, call Cisco's WebEx telephone
number listed on their site. It may be (866) 299-3239.

  • Search "WebEx test session" and follow the prompts.
  • Fulfill any necessary system requirements.
  • Check out the WebEx features we might need: share content, chat,

Step 2: Five minutes before our scheduled start time, join our meeting.

  • Join through email, or go to and join by
    entering your meeting number or access code received in the email
    invitation. If your email isn't available, call us for the meeting
    number within the ten minutes before our scheduled session. Or
    click the "Attend a Webinar" link at the top of the page to find the
    session you've registered for which is listed on the calendar. Then
    follow the prompts to sign in.
  • Keep all browsers for the session open during the entire session.
  • If you're using dual monitors while receiving online consulting,
    make sure everything you wish to share is on your primary monitor.
  • Don't share anything private. Don't share your passwords, PINs, or
    other login credentials.

Step 3: Join the live telephone call.

  • To participate in the audio portion of a webinar, call the session
    telephone number that pops up on your screen.
  • To participate in the audio portion of an online consultation, call the
    session telephone number that pops up on your screen or call into
    the meeting using your computer.
  • Calling through your computer allows you to be hands-free and may
    allow you to keep a healthier distance from a cell phone. And often
    the audio is much better than when using telephones.
  • If we don't hear you on the WebEx audio line, we'll call you at the
    scheduled session start time at the number you provided when you
    scheduled the session.

Access to service may be limited, delayed, or unavailable during periods of
peak demand, system upgrade or maintenance, electronic problems, or for
other reasons. See the
user agreement for additional important

For group courses participants: To access some webinar materials, such
as any meeting recordings, notes, and QuickBooks handouts, webinar
participants may be required to have a WebEx account, such as a free
WebEx account. If you do not wish to have a WebEx account, please let us
know prior to scheduling or registering, so that we can discuss e-mailing
materials to you instead.
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