Which 3 of these areas does the New Client checklist tool focus on to help gather the information needed to select the right Quick Books Online subscription for a client?

Question

Which 3 of these areas does the New Client checklist tool focus on to help gather the information needed to select the right Quick Books Online subscription for a client?

1. Quick Books Features and Solutions
2. Marketing objectives
3. Credit source and ability to obtain funding
4. Needs Assessment
5. Depreciable assets
6. Client Profile.

Ans: The correct answer is:

• Quick Books Features and Solutions
• Needs Assessment
• Client Profile

Explanation:

The New Client Checklist is a very helpful resource for getting the information regarding new clients, to collect the correct information from client and to set them up in Quick Books Online and discovering their requirements to best match to a subscription level.

               The checklist is an Excel spreadsheet with six tabs, each tab focusing on a different aspect of the client’s needs as shown in the given picture. Email us to get this spreadsheet.