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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?

 
6 Comments
Established Community Backer ***

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

Community Explorer **

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.

Community Explorer **

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! 

Community Explorer **

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!

Active Member

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!

Frequent Contributor *

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