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A
arkvalleyinfo
December 16, 2018
Question

New client checklist. I saw this list on the two day ProAdvisor training on the 5 & 6. I am reading about it in training here. How do I locate this list?

  • December 16, 2018
  • 4 replies
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4 replies

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Malcolm Ziman
December 16, 2018

Do you mean the new "Overview" screen? That's the top item in the front page when you access a client's books in QBOA

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nbishop_springboardssolns
February 25, 2019

Did you ever end up locating it?  I am also trying to find this, after going through the training, and would appreciate any assistance.

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nbishop_springboardssolns
February 25, 2019

Update: I located it through QBO Certification. It’s under Setting up Clients, there is a link on the second slide. Hopefully this will save someone else time! 

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    maddenbooks527
    April 3, 2019

    Thank you!! This helped me tremendously!

    K
    KendraAnn
    October 2, 2019

    You can find it in the Marketing Hub under Onboarding clients.  They have some fantastic resources there!  https://quickbooks.intuit.com/accountants/resources/marketing-hub/

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      PAJ9
      August 10, 2023

      New Client Checklist can be found via this path QB Accountant >> Pro Advisor >> Workflows for onboarding clients into OBO >> Onboarding clients who are new to QBO >> Meet the client and gather information dropdown, >> Click on New Client Checklist in blue and download. 

       

      Hope this helps

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