QuickBooks Online Certification Reviewer
Understanding client needs
Different clients, different needs
Clients will come to you with different business structures and various levels of experience.
Some may have used QuickBooks Online for many years while others may only just be
starting out.
How can you and QuickBooks Online help?
As a ProAdvisor, you need to understand the unique needs of your prospective clients to
offer the best possible solutions for them. QuickBooks Online has many resources and
checklists to help you dive deep into their pain points and suit their requirements.
Learning outcomes
In this lesson, we’ll cover:
• Assessing clients QuickBooks Online needs, and the factors to consider
• The options to migrate clients from other accounting systems to QuickBooks Online
Topics
• Requirement-gathering
• New Client Checklist
• Asking the right questions—part 1
• Asking the right questions—part 2
P a g e 1 | 442
, • Industry trends
• Migration
Requirement-gathering
Getting to know the clients and tailoring advice is essential for a Certified ProAdvisor. By
knowing the client’s business and their needs, you can make sure they get the most out of
QuickBooks Online.
Discover and target the needs of your clients by using the Client Needs Assessment tool.
This model gathers the right information focusing on the Who, What, When, and How.
P a g e 2 | 442
,Resources
Client Needs Assessment Overview
Effective and efficient client onboarding
P a g e 3 | 442
, New Client Checklist
The New Client Checklist is a handy resource for getting to know new clients, gathering the
required information to set up their subscription, and discovering their business needs to
best match them to a subscription level.
Download a copy of the [New Client Checklist] here to use each tab to discover your
client’s needs.
Select the headings to find out more.
Client Profile
The Client Profile tab of the New Client Checklist covers the basics you need in order to set
up your client’s QuickBooks Online subscription.
P a g e 4 | 442
Understanding client needs
Different clients, different needs
Clients will come to you with different business structures and various levels of experience.
Some may have used QuickBooks Online for many years while others may only just be
starting out.
How can you and QuickBooks Online help?
As a ProAdvisor, you need to understand the unique needs of your prospective clients to
offer the best possible solutions for them. QuickBooks Online has many resources and
checklists to help you dive deep into their pain points and suit their requirements.
Learning outcomes
In this lesson, we’ll cover:
• Assessing clients QuickBooks Online needs, and the factors to consider
• The options to migrate clients from other accounting systems to QuickBooks Online
Topics
• Requirement-gathering
• New Client Checklist
• Asking the right questions—part 1
• Asking the right questions—part 2
P a g e 1 | 442
, • Industry trends
• Migration
Requirement-gathering
Getting to know the clients and tailoring advice is essential for a Certified ProAdvisor. By
knowing the client’s business and their needs, you can make sure they get the most out of
QuickBooks Online.
Discover and target the needs of your clients by using the Client Needs Assessment tool.
This model gathers the right information focusing on the Who, What, When, and How.
P a g e 2 | 442
,Resources
Client Needs Assessment Overview
Effective and efficient client onboarding
P a g e 3 | 442
, New Client Checklist
The New Client Checklist is a handy resource for getting to know new clients, gathering the
required information to set up their subscription, and discovering their business needs to
best match them to a subscription level.
Download a copy of the [New Client Checklist] here to use each tab to discover your
client’s needs.
Select the headings to find out more.
Client Profile
The Client Profile tab of the New Client Checklist covers the basics you need in order to set
up your client’s QuickBooks Online subscription.
P a g e 4 | 442
