Where is the new client checklist located? It is referred to in the Training, but says it is in "Downloads" Cannot find this...

Hey there guyvdb22-gmail-c,

Thanks for reaching out here. QuickBooks is a great tool that helps keep your books balanced. It's important that you get the best assistance possible. I can point you in the right direction for the best assistance.

I recommend reaching out to the support team outside of the Community. They'll be able to provide some assistance in finding the resources that can help you with setting up your clients. You can reach them using these following methods:

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook and Twitter

If you have any other questions, feel free to reach out here.