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Onboard new clients with confidence, clarity, and consistency.
The New Client Setup Checklist for Bookkeepers by QSideKick is your go-to onboarding tool for organizing every step of the client intake and setup process in QuickBooks Online. Whether you’re an independent bookkeeper, virtual assistant, or managing a full-service firm, this document ensures a smooth start — every time.
No more missed steps, duplicate requests, or disorganized onboarding. This checklist provides a clean, repeatable system to collect the right info, set up QBO files properly, and impress your new clients from day one.
• Pre-onboarding prep (engagement letters, access setup, etc.)
• What to collect: EIN, banking details, existing financials, and more
• Step-by-step QuickBooks Online account setup
• Chart of Accounts customization tips
• App integrations and third-party tools to connect
• Communication scripts and checklist sign-off space
• Bookkeepers starting or growing their practice
• Accounting firms with recurring onboarding needs
• Financial virtual assistants
• Anyone who wants to streamline the QBO client setup process
📥 Instant PDF Download – Print it or use digitally with each new client.
✨ Start every client relationship strong — with clarity, professionalism, and zero guesswork.
Onboard new clients with confidence, clarity, and consistency.
The New Client Setup Checklist for Bookkeepers by QSideKick is your go-to onboarding tool for organizing every step of the client intake and setup process in QuickBooks Online. Whether you’re an independent bookkeeper, virtual assistant, or managing a full-service firm, this document ensures a smooth start — every time.
No more missed steps, duplicate requests, or disorganized onboarding. This checklist provides a clean, repeatable system to collect the right info, set up QBO files properly, and impress your new clients from day one.
• Pre-onboarding prep (engagement letters, access setup, etc.)
• What to collect: EIN, banking details, existing financials, and more
• Step-by-step QuickBooks Online account setup
• Chart of Accounts customization tips
• App integrations and third-party tools to connect
• Communication scripts and checklist sign-off space
• Bookkeepers starting or growing their practice
• Accounting firms with recurring onboarding needs
• Financial virtual assistants
• Anyone who wants to streamline the QBO client setup process
📥 Instant PDF Download – Print it or use digitally with each new client.
✨ Start every client relationship strong — with clarity, professionalism, and zero guesswork.