You may need an additional app to integrate with your QBO.

I don't think so. Did you understand my question?

Do you need to have a questionnaire form and your clients have to complete it? or else? 

Thank you so much for your reply. It is a good starting point for what I wanted to have.

Specifically, I need a checklist that could help me bill the client in a way that would not only justify the price of the value I offer and would not be a burden on the client as well. What could be the factors to include to evaluate the size and affordability of the client;

• Number of employees
• Revenue
• Assets/Liabilities

 What else can we consider?

Hi, FibreCRM has a KYC, AML, Risk and Engagement letter generation solution that integrates QuickBooks.  It's part of their CRM solution.  www.fibrecrm.com