Partner Resources

Autobooks directly integrates into your existing Q2 online and mobile banking in two seamless ways: direct integration or marketplace integration. Find everything you need to successfully launch and maintain your your program right here, on this page.

To get started, just follow the four steps below.

step 1

Prepare to Go Live

Start here by learning the ins-and-outs of the Autobooks dashboard and its various features. Also, you’ll want to set your program up for success with an Autobooks Hub account.

Autobooks Launch Workshop

The 3-Week Plan:
How to Launch or Accelerate Autobooks at Your Institution

Along with the three live, one-hour sessions, all attendees will receive ongoing support and resources — including scheduled office hours, step-by-step coaching and resources to get your program started right, promotional marketing materials, and more.

Complete a launch with as little as two hours of commitment a week
Autobooks Overview, Features and Benefits
Overview Demo
Invoicing with Autobooks
Payment Form with Autobooks
Accounting & Reporting
with Autobooks
Autobooks Hub
step 2

Configure & Test

Your Autobooks program is almost ready to go live — refer to the resources here to ensure a smooth launch.

step 3

Announce Your Launch

Drive Autobooks feature awareness, engagement, and activation with your small business audience. Make it easy with these ready-made marketing materials.

step 4

Manage Your Program

Once your Autobooks program is up and running, you have the opportunity to monitor progress and optimize it for broader engagement and adoption.


Go deeper and learn from your peers. These on-demand webinars and case studies will help to answer questions.

Need more information?