QBO Accounting Guru At Your Service!

Do you use QBOA (QuickBooks Online Accountant) for your clients? Do you have a new client and want to wow them? Use our onboarding tips!

Even if you don't use QBO, this will be a helpful tool for you.

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3 Modules

They want to work with you, what now?

Congratulations! You have signed on a client, now what?

Let us lead you through the onboarding maze so that you can take control and succeed.

2 lessons

1 Loom - your secret weapon! 2 Access to their QBO File

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Where should they put the data?

You know you need data, but how do you get it? This is your opportunity to shine. Let your client know that you will protect their information.

4 lessons

1 Free vs Subscription 2 What about loading into QBO? 3 What about Hubdoc or Receiptbank? 4 Passwords???????????????

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What data do you need?

You cannot do your job properly without information. It may feel like you are asking for a lot of information, so it is best to be prepared and try to do it all in one sitting.

2 lessons

1 What is the list of required items? 2 How to get QBO bank & credit cards linked

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Modules for this product 3

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Bookkeepers - Learn tips from a seasoned pro

Ultimate QBO Onboarding Guide $37

3 Modules

They want to work with you, what now?

Where should they put the data?

What data do you need?

They want to work with you, what now?

Where should they put the data?

What data do you need?

Already have access to this product? Sign In Here

Personal Information

Payment Options

How do you want to pay?

Other Available Products

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