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Level 1

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?

 
7 Comments
Level 10

Re: 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?

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

Level 2

Re: 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?

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

Level 2

Re: 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?

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! 

Level 2

Re: 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?

Update: I located it, through the QBO Certification training slides. It’s under Setting up clients, and there is a link on the second slide. Hopefully this saves someone else time!

Level 1

Re: 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?

Thank you!! This helped me tremendously!

Level 3

Re: 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?

Brilliant....I'll look there for it. I wanted to find the exact same thing. I had it at one point and found it a very helpful document. Thanks for locating it! Michelle Hunnewell BizPro Accounting & Financial Services
Level 1

Re: 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?

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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