One on One QuickBooks Training
Company Name
Name
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
What is your main business activity?
Date of Incorporation:
-
Month
-
Day
Year
Date
Corporate Access Number
You will find this number on your certificate of incorporation
List the Shareholders
Rows
Name
Title
Class
%
Shareholder 1
Shareholder 2
Shareholder 3
Shareholder 4
Fiscal Year End
CRA Business Number
Are you a GST Registrant?
Yes
No
If yes, what is your reporting?
Please Select
Monthly
Quarterly
Quick Method
Annually
Are you a PST Registrant?
Yes
No
If yes, what is your reporting?
Please Select
Monthly
Quarterly
Quick Method
Annually
Do you have WCB?
Yes
No
Do you stock inventory?
Yes
No
What software are you using to track your inventory?
Methods of payments (check off all that apply)
Cash
Debit
Credit card
Cheque
Other
If you selected other please list below:
Do you have any vendor on accounts?
Yes
No
If yes, please indicate below how many:
Do you use personal funds for business expenses?
Yes
No
Do you own/lease/finance more than 2 vehicles or equipment?
Yes
No
Are you behind in bookkeeping?
Yes
No
If yes, indicate how many months you are behind:
Date of last filed corporate taxes:
How do the shareholders/owners collect wages?
Please Select
Payroll
Dividends
Management Fees
Unknown
Current accounting software being used:
Please Select
QuickBooks Desktop
QuickBooks Online
Sage
Excel
Other
Please list the version of software or if you selected other above please list below:
Number of business bank accounts
Number of business credit cards
Please choose the areas that you are interested in receiving training:
Click all that apply
Chart of accounts
Items and services
Banking
Record Deposits
Reconcile
Write cheques
Cheque Register
Print Cheques
Enter Credit Card Charges
Accounts Payable
Vendors
Enter Bills
Pay Bills
Manage Sales Tax/GST Filing
Accounts Receivable
Customers
Estimates
Invoices
Receive Payments
Statements
Statements Charges
Create Sales Receipts
Refunds & Credits
Payroll
Employees
Payroll Centre
Enter Time
Pay Employees
Pay Liabilities
Process Payroll Forms
Other
Customer Deposits
Job Costing & Class Tracking
Saving a Backup
General Ledger
Reports
Other
If you do not see the area that you wish to be trained on above please provide details below:
Please note that we require an initial consultation prior to any training
Submit
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