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You've just met with a new client. They're a small business owner who has been managing their books with a number of spreadsheets up to
You've just met with a new client. They're a small business owner who has been managing their books with a number of spreadsheets up to now, but you have agreed that QuickBooks Online will make it easier to run their business.
What's the recommended way to add a new client in your practice?
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