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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.

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