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?
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.