Account Management

Hello rhtaxfiling-gmai,

I love that you're sharpening your QuickBooks Online skills by going through the certification modules in QuickBooks Online Accountant (QBOA). This is a great way to learn how to use the program so you can work with your clients and to wow your clients when you actually begin working with them. A checklist to get things going is a good place to start, and I'd be happy to point you in the direction of the New Client Checklist mentioned in the module.

When you're working with the self-paced modules in QBOA, there's also a document that you can reference as a guide while you're working through or to keep on hand for later. It's in that guide that you'll find the checklist the module is referring to. In the Training section of the ProAdvisor tab, look for QuickBooks Online Certification Guide on the QuickBooks Online Certification tile. Here's a visual reference.

This downloads a PDF that you can open and follow along with. In the section for Module 1, you'll find the New Client Checklist section, where you can then download the Excel document that's shown in the videos. What SophiaW has linked you is a bit of a different checklist, but feel free to check out that one as well to see if it meets your needs. For the one specifically mentioned in the video however, you can follow my steps.

Give that a go and let me know if you find it! I'll be happy to help you further if you need it.