Fillable New Client Checklist Try using this handy New (Intuit)

Fill Online, Printable, Fillable, Blank New Client Checklist Try using this handy New (Intuit) Form

Use Fill to complete blank online INTUIT pdf forms for free. Once completed you can sign your fillable form or send for signing. All forms are printable and downloadable.

New Client Checklist Try using this handy New (Intuit)

On average this form takes 9 minutes to complete

The New Client Checklist Try using this handy New (Intuit) form is 4 pages long and contains:

  • 0 signatures
  • 40 check-boxes
  • 18 other fields

Country of origin: US
File type: PDF

Use our library of forms to quickly fill and sign your Intuit forms online.

BROWSE INTUIT FORMS

Related forms
Fill has a huge library of thousands of forms all set up to be filled in easily and signed.
Fill in your chosen form
Sign the form using our drawing tool
Send to someone else to fill in and sign.
find another form
 
QuickBooks Online Conversion Checklist1
New Client Checklist
New Client Details
How to use this form:
Try using this handy New Client details form in your initial meeting with your new client to establish their needs. Select
the features your new client needs. Then cross check to the four columns in the middle to decide which subscriptionis
best for their business needs. The shows what is included in each subscription.
Name of Company:
Legal Name:
Contact Name:
Phone Number:
Website:
Email:
Address: Street, City
Address: State, Zip
Industry:
Entity:
EIN:
QuickBooks Online Conversion Checklist2
Tax Form:
Year-end:
Number of Users
Current software & version:
Apps currently in use:
Estimated Taxes (Schedule C)
Mileage Tracking
Invoices
Online Invoices
Custom Invoices
Sales Receipts
Product & Service Items
Estimates
Sales Tax
Statements
Convert from QuickBooks Desktop
Import lists from Excel
Product Features Required
What features does your client need? Self Employed Simple Start Essentials Online Plus
QuickBooks Online Conversion Checklist3
Integrate Apps (see below)
Print Checks
Payroll
Payables
Recurring Transactions
Multi-currency
Delayed Charges
Time Tracking
Time Tracking Only Users
Billable Hours
Expenses by Customer
Billable Expenditures
Class Tracking
Location Tracking
Budgets
Inventory [FIFO]
Purchase Orders
1099-Misc
Reports Only Users
QuickBooks Online Conversion Checklist4
Product Features Required
What are existing challenges, inefficiencies, or bottlenecks in the client’s business management or workflow?
Notes/advisories
What extra requirements does the client have that could be met by adding an App?
Merchant Services
Bill Pay Apps.com
Expense Reporting
Sales Orders
Inventory Assembly
Units of Measure
Price Levels
Time Tracking approval & GPS
Billing: Wholesale v Independent
QuickBooks Payments
Apps.com or Apps tab in QuickBooks Online Accountant
Apps.com or Apps tab in QuickBooks Online Accountant
Apps.com or Apps tab in QuickBooks Online Accountant
Apps.com or Apps tab in QuickBooks Online Accountant
Apps.com or Apps tab in QuickBooks Online Accountant
Apps.com or Apps tab in QuickBooks Online Accountant
Apps.com or Apps tab in QuickBooks Online Accountant
Wholesale
Functionality Where to Locate
Download
Save PDF to desktop
Email
Email completed PDF
Send for Signing
Email for others to sign
Print
Print document
Choose a Field
Click on a field and
select the person that should complete it
Want to add a signature?
You can add a signature field
and assign it to someone else
to sign
Choose a Field
Click on a field and
select the person that should complete it

New Client Checklist Try using this handy New (Intuit)

This document is locked as it has been sent for signing.

You have successfully completed this document.

Other parties need to complete fields in the document. You will recieve an email notification when the document has been completed by all parties.

This document has been signed by all parties.

Completed 12 February 2022

Message

View Audit Log
Print With Audit Log
Duplicate Document