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Dec 16, 2018 2:30 PM UTC
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?

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10 replies

Dec 16, 2018 6:44 PM UTC

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

Feb 25, 2019 5:08 PM UTC

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

Feb 25, 2019 5:51 PM UTC

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! 

Apr 3, 2019 8:53 PM UTC

Thank you!! This helped me tremendously!

Oct 2, 2019 8:56 PM UTC

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/

Aug 10, 2023 11:01 PM UTC

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