- Call Sales: 800-458-3175Call Sales: 800-458-3175
- Call 800-458-3175HoursMon - Fri, 6:00am - 6:00pm PST
- Sign Up
- Sign in
- Products & SolutionsProducts & Solutions
- Accounting solutions
- For your clientsFor your clients
- More accounting solutionsMore accounting solutions
- QuickBooks Online with PayrollManage payroll, benefits, and HR support for your clients.
- QuickBooks TimeReady-to-use resources to market and grow your practice.
- QuickBooks PaymentsGet clients paid faster and easier.
- QuickBooks Capital
- Workers' compensation insurance
- QuickBooks Apps
- View all Products & Solutions
- Training & CertificationTraining & Certification
- ProAdvisor ProgramProAdvisor Program
- Resources
- News & Community
- Support
Use this handy form in your initial new client meeting to establish their needs and identify which QuickBooks solution is right for them.
October 2018
New Client Checklist PDF
Call Sales: 1-800-459-5183
© 2024 Intuit Inc. All rights reserved.
Intuit, QuickBooks, QB, TurboTax, Credit Karma, and Mailchimp are registered trademarks of Intuit Inc.
By accessing and using this page you agree to the Website Terms of Service.