Do you mean the new "Overview" screen? That's the top item in the front page when you access a client's books in QBOA

Did you ever end up locating it?  I am also trying to find this, after going through the training, and would appreciate any assistance.

Update: I located it through QBO Certification. It’s under Setting up Clients, there is a link on the second slide. Hopefully this will save someone else time! 

Update: I located it, through the QBO Certification training slides. It’s under Setting up clients, and there is a link on the second slide. Hopefully this saves someone else time!

Thank you!! This helped me tremendously!

Brilliant....I'll look there for it. I wanted to find the exact same thing. I had it at one point and found it a very helpful document. Thanks for locating it! Michelle Hunnewell BizPro Accounting & Financial Services

You can find it in the Marketing Hub under Onboarding clients.  They have some fantastic resources there!  https://quickbooks.intuit.com/accountants/resources/marketing-hub/

Thank you so much for this information. It helped me and did save me time.

 

Follow this link to download the "new client check list" ==> https://spaces.hightail.com/space/WqKOZtta

New Client Checklist can be found via this path QB Accountant >> Pro Advisor >> Workflows for onboarding clients into OBO >> Onboarding clients who are new to QBO >> Meet the client and gather information dropdown, >> Click on New Client Checklist in blue and download. 

 

Hope this helps