cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Active Member

Does QBO have client intake templates available? That is, a questionnaire to give clients for on-boarding to QBO account. Are there any forms that can be downloaded?

 
1 Comment
QuickBooks Team

Re: Does QBO have client intake templates available? That is, a questionnaire to give clients for...

Hello there, libertytaxschert.

 

We're unable to get a downloadable questionnaire template in QuickBooks Online. But, when you sign up for a new subscription for your client, you will be asked for their business information. I've added a sample screenshot below.

 

You can manually copy the questionnaire and provide it to your client. 

 

If you need anything else, feel free to leave a comment on this thread. Thank you.