Question: When setting up an onboarding workflow for a new client, which of the following are default stages in the QuickBooks Online Client Onboarding Work template?

When setting up an onboarding workflow for a new client, which of the following are default stages in the QuickBooks Online Client Onboarding Work template? (Select all that apply)

Meet with new client and sign contract

Gather new client data and documents

Create Quickbooks online subscription

Set up client's company information

Import lists

Customize sales templates

Run first reconciliation

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