Quickbooks Client Onboarding

1
Name* This field is required.
First Name
Last Name
2
Email* This field is required.
example@example.com
3
Phone Number* This field is required.
Please enter a valid phone number.
4
Company Name* This field is required.
5
Tax ID or SSN:
6
Company Address* This field is required.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
7
Type of your company* This field is required.
LLC, S-Corp, C-Corp, Sole-Proprietor
8
Owner(s) Names / % Ownership
9
Accounting/Bookkeeping Contact at company
10
Accounting/Bookkeeping Contact email
11
Old PA Firm Contact Name
12
Old PA Firm Contact Phone
13
Fiscal Year End
Date
Month
Day
Year
14
What is your industry?
15
Do you have emloyees?
Yes
No
16
If so, how many employees do you have?
17
Do you intend to use, or are you currently using, QuickBooks Online to process your payroll?
Yes
No
18
If yes, which level/tier of Intuit Payroll Service do you use?
19
Are you interested in having our firm provide Payroll Service for your business?
20
What is the company's approximate annual revenue?
21
Do you collect Sales Tax?
Yes
No
22
How many sales do you complete per year and what is your average income per sale?
23
How many repeat customers/clients do you have?
24
Accounting Bookkeeping Contact Email
25
What bank is your main business account with?
26
Do you intend to use Quickbooks Online to track inventory?
Yes
No
27
If so, approximately how many inventory do you stock?
28
Do you have (or need) a cash register, Point of Sale System or separate customer billing software?
Yes
No
29
If so, which one?
30
Do you need multi-user access?
Yes
No
31
How many employees will access the file simultaneously?
32
How many users on the network have access to the Internet?
33
I am primarily interested in using QuickBooks Online for (check one)
Management of the company only, tax return information is not kept in QuickBooks Online.
Preparing financial statements for my tax returns or creditors only, no need for management reports.
Both management and tax return records are essential to be tracked in QuickBooks Online.
34
Do you pay 1099 vendors?
Yes
No
35
Approximate #?
36
Do you need a departmental profit and loss?
Yes
No
37
# of depts. ?
38
Do you need budget reports?
Yes
No
39
How many accounts are budgeted?
40
Does the company need departmental budget reports?
Yes
No
41
Does the company need budget reports for each customer or job?
Yes
No
42
Do you need job costs reports?
Yes
No
43
On a scale of 1 to 10, 1 being no bookkeeping experience and 10 being a bookkeeping expert, rate the skill level of your QuickBooks Online users.
44
On a scale of 1 to 10, 1 being no QuickBooks Online experience and 10 being a QuickBooks Online expert, rate the skill level of your QuickBooks Online users.
45
What accounting solution are you currently using? (e.g., QuickBooks Online, QuickBooks Desktop or another accounting software solution, compilation or bookkeeping services, spreadsheet, etc.)
46
Do you have access to accurate, monthly profit and loss reports or year-to-date GL balances from your previous system?
47
Please provide a list of Products/Services, product description and Pricing.
Products/Services
Product Description
SKU#
Price
1.
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Row 0, Column 3
2.
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Row 1, Column 3
3.
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Row 2, Column 3
4.
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Row 3, Column 3
5.
Row 4, Column 0
Row 4, Column 1
Row 4, Column 2
Row 4, Column 3
1.
2.
3.
4.
5.
Products/Services
Row 0, Column 0
Product Description
Row 0, Column 1
SKU#
Row 0, Column 2
Price
Row 0, Column 3
Products/Services
Row 1, Column 0
Product Description
Row 1, Column 1
SKU#
Row 1, Column 2
Price
Row 1, Column 3
Products/Services
Row 2, Column 0
Product Description
Row 2, Column 1
SKU#
Row 2, Column 2
Price
Row 2, Column 3
Products/Services
Row 3, Column 0
Product Description
Row 3, Column 1
SKU#
Row 3, Column 2
Price
Row 3, Column 3
Products/Services
Row 4, Column 0
Product Description
Row 4, Column 1
SKU#
Row 4, Column 2
Price
Row 4, Column 3
1 of 5
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Please provide a list of Vendors Business Name, Tax ID #, Address and email address and phone.
Vendor Name
Tax ID#
Address
City, State Zip Code
Email
Phone
1.
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Row 0, Column 3
Row 0, Column 4
Row 0, Column 5
2.
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Row 1, Column 3
Row 1, Column 4
Row 1, Column 5
3.
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Row 2, Column 3
Row 2, Column 4
Row 2, Column 5
4.
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Row 3, Column 3
Row 3, Column 4
Row 3, Column 5
5.
Row 4, Column 0
Row 4, Column 1
Row 4, Column 2
Row 4, Column 3
Row 4, Column 4
Row 4, Column 5
1.
2.
3.
4.
5.
Vendor Name
Row 0, Column 0
Tax ID#
Row 0, Column 1
Address
Row 0, Column 2
City, State Zip Code
Row 0, Column 3
Email
Row 0, Column 4
Phone
Row 0, Column 5
Vendor Name
Row 1, Column 0
Tax ID#
Row 1, Column 1
Address
Row 1, Column 2
City, State Zip Code
Row 1, Column 3
Email
Row 1, Column 4
Phone
Row 1, Column 5
Vendor Name
Row 2, Column 0
Tax ID#
Row 2, Column 1
Address
Row 2, Column 2
City, State Zip Code
Row 2, Column 3
Email
Row 2, Column 4
Phone
Row 2, Column 5
Vendor Name
Row 3, Column 0
Tax ID#
Row 3, Column 1
Address
Row 3, Column 2
City, State Zip Code
Row 3, Column 3
Email
Row 3, Column 4
Phone
Row 3, Column 5
Vendor Name
Row 4, Column 0
Tax ID#
Row 4, Column 1
Address
Row 4, Column 2
City, State Zip Code
Row 4, Column 3
Email
Row 4, Column 4
Phone
Row 4, Column 5
1 of 5
49
What is the company’s desired annual revenue for the next fiscal year?
50
Please provide a list of Assets.
Vendor Name
Tax ID#
Address
City, State Zip Code
Email
Phone
1.
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Row 0, Column 3
Row 0, Column 4
Row 0, Column 5
2.
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Row 1, Column 3
Row 1, Column 4
Row 1, Column 5
3.
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Row 2, Column 3
Row 2, Column 4
Row 2, Column 5
4.
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Row 3, Column 3
Row 3, Column 4
Row 3, Column 5
5.
Row 4, Column 0
Row 4, Column 1
Row 4, Column 2
Row 4, Column 3
Row 4, Column 4
Row 4, Column 5
1.
2.
3.
4.
5.
Vendor Name
Row 0, Column 0
Tax ID#
Row 0, Column 1
Address
Row 0, Column 2
City, State Zip Code
Row 0, Column 3
Email
Row 0, Column 4
Phone
Row 0, Column 5
Vendor Name
Row 1, Column 0
Tax ID#
Row 1, Column 1
Address
Row 1, Column 2
City, State Zip Code
Row 1, Column 3
Email
Row 1, Column 4
Phone
Row 1, Column 5
Vendor Name
Row 2, Column 0
Tax ID#
Row 2, Column 1
Address
Row 2, Column 2
City, State Zip Code
Row 2, Column 3
Email
Row 2, Column 4
Phone
Row 2, Column 5
Vendor Name
Row 3, Column 0
Tax ID#
Row 3, Column 1
Address
Row 3, Column 2
City, State Zip Code
Row 3, Column 3
Email
Row 3, Column 4
Phone
Row 3, Column 5
Vendor Name
Row 4, Column 0
Tax ID#
Row 4, Column 1
Address
Row 4, Column 2
City, State Zip Code
Row 4, Column 3
Email
Row 4, Column 4
Phone
Row 4, Column 5
1 of 5
51
Please provide a list of Customers Name, Address and email address and phone.
Customer Name
Address
City, State Zip Code
Email
Phone
1.
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Row 0, Column 3
Row 0, Column 4
2.
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Row 1, Column 3
Row 1, Column 4
3.
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Row 2, Column 3
Row 2, Column 4
4.
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Row 3, Column 3
Row 3, Column 4
5.
Row 4, Column 0
Row 4, Column 1
Row 4, Column 2
Row 4, Column 3
Row 4, Column 4
1.
2.
3.
4.
5.
Customer Name
Row 0, Column 0
Address
Row 0, Column 1
City, State Zip Code
Row 0, Column 2
Email
Row 0, Column 3
Phone
Row 0, Column 4
Customer Name
Row 1, Column 0
Address
Row 1, Column 1
City, State Zip Code
Row 1, Column 2
Email
Row 1, Column 3
Phone
Row 1, Column 4
Customer Name
Row 2, Column 0
Address
Row 2, Column 1
City, State Zip Code
Row 2, Column 2
Email
Row 2, Column 3
Phone
Row 2, Column 4
Customer Name
Row 3, Column 0
Address
Row 3, Column 1
City, State Zip Code
Row 3, Column 2
Email
Row 3, Column 3
Phone
Row 3, Column 4
Customer Name
Row 4, Column 0
Address
Row 4, Column 1
City, State Zip Code
Row 4, Column 2
Email
Row 4, Column 3
Phone
Row 4, Column 4
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Additional information we should know
53
Please verify that you are human* This field is required.
Should be Empty: