Good day, adnanahmad!
I understand that you need to comply with KYC regulations. Though QuickBooks Online doesn't have a KYC template, you'll want to look for a third-party app that can provide you with such a template. You can visit the Apps tab and search from there.
Also, you can use the QuickBooks New Client Checklist. This will help you in evaluating your client's needs. In addition, here's the client onboarding guide to QuickBooks online.
You can find helpful resources in the Intuit Marketing Hub. Here's a link for reference: Intuit Marketing Hub.
Keep your posts coming if you need anything else. Take care!
