Training materials for clients & colleagues
Hello, I am a Platinum Pro Advisor and I would like to use the presentation materials for Clients and Colleagues. I have downloaded the available materials and I have two questions/suggestions/requests: 1) Is there a set of materials that do not begin with a QBDT data import? and 2) Is there an updated set of materials with the new QBO layout? I'm having trouble finding resources that help my newly onboarded clients navigate through their system since mine looks different.
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Hbucy Yvbhtt commented
Hey, I totally feel you on this one! It's been a real struggle to find materials that match up with the software versions we're using. I've spent hours searching for the right stuff, so I get the frustration. Try reaching out to your professional network. Also, have you ever come across this training provider in malaysia https://trainingasia.com.my/ ? They've got a bunch of resources that might come in handy. I've used them myself, and they're pretty solid. Good luck!