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Hello, this is Kathy Grosskirth from Bookkeeping Clean and Simple discussing a new client checklist for onboarding clients who may not have QuickBooks Online. The checklist has five tabs, starting with the client profile, and is helpful in determining if clients are in the right level of QuickBooks Online. It is recommended to go through the list with current clients to ensure they are in the right product for them. The checklist is not readily available for download.
