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Workflow Templates

Client Onboarding for Intuit QuickBooks Template

Download your free Client Onboarding for Intuit QuickBooks template to personalize and use in your bookkeeping or accounting firm.

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Client ManagementUnited StatesIntuit

Created by Intuit

A preview of the template showing sections of tasks to be completed. Some are already checked offClient onboarding (for Intuit QuickBooks)CLIENT TASKSOnboarding checklist 1 AutomatorPlease schedule your kick-off meeting at: www.calendly.com/youraccountCompletedPProvide the details of your prior accounting professional (if applicable)CompletedNProvide your prior year's tax returnCompletedM[Add your other standard client checklists items here]CompletedAClient kick-off3 AutomatorsConfirm all previous sales activities are completeCompletedIContact prior accountant, perform required client checks, and inform tax authorities (if applicable)Ready To StartDue TodayB

About this template

This template is designed to guide you through the best practice process for onboarding clients into your accounting firm with Intuit QuickBooks.

It includes:

  • Using Client Tasks to automatically request initial information from your new client
  • Preparing for the first onboarding meeting with your new client
  • Using Client Tasks that automatically follow your initial meeting in order to collect further information (as discussed during the meeting)
  • Setting them up in your internal systems
  • Reviewing their specific financial situation and customizing the workflow to suit
  • Follow up

The start date is the date of the signed engagement letter, and the due date is 25 days later. The work is initially assigned to the Salesperson, eventually transitioning to the Onboarding Specialist.

Prior to using this template, be sure to review and personalize the Tasks and related Client Tasks.

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How to use this template

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Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling
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Download Client Onboarding for Intuit QuickBooks Template

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Karbon Practice Management

A preview of the template showing sections of tasks to be completed. Some are already checked offClient onboarding (for Intuit QuickBooks)CLIENT TASKSOnboarding checklist 1 AutomatorPlease schedule your kick-off meeting at: www.calendly.com/youraccountCompletedOProvide the details of your prior accounting professional (if applicable)CompletedWProvide your prior year's tax returnCompletedO[Add your other standard client checklists items here]CompletedOClient kick-off3 AutomatorsConfirm all previous sales activities are completeCompletedNContact prior accountant, perform required client checks, and inform tax authorities (if applicable)Ready To StartDue TodayZ

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How to customize a template

You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.

Common customizations:

  • Reorder or nest tasks
  • Add or remove tasks
  • Edit the client task email
  • Use or modify Tasklist automators

Read the support article to learn more.

About Intuit

Everything we do at Intuit is in service to our mission of powering prosperity around the world. We are dedicated to providing the tools, skills and insights that empower people to take control of their finances and live the lives they want. We work toward that mission in a variety of ways, but the way we make progress at scale is through our products and cornerstone brands — TurboTax, QuickBooks, and Mint.

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