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The Work section in QuickBooks Online Accountant is a great starting point for planning your new client engagement. What are the first step(s) in the

The Work section in QuickBooks Online Accountant is a great starting point for planning your new client engagement.

What are the first step(s) in the client onboarding workflow?

  • Training and Mentoring
  • Customize the QuickBooks Online company
  • Recommend the best QuickBooks Online solution
  • Meet with client and gather information

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