Purpose Powered Quickbooks Submission Form

1. Please select your Purpose-Powered QuickBooks Online Subscription:

Quickbooks Online Advanced: $200/month: Includes a 20% or $480/year recurring annual donation to the charity of your choice (prorated during the first year)Quickbooks Online Plus: $85 /month. Includes a 15% or $150 recurring annual donation to the charity of your choice! (prorated during the first year)Quickbooks Online Essentials: $55 /month. Includes a 5% or $33 recurring annual donation to the charity of your choice! (prorated during the first year)Quickbooks Online Simple Start: $30 /month. Includes a 5% or $18 recurring annual donation to the charity of your choice! (prorated during the first year)

2. Data Migration: Are you a current Quickbooks customer directly with Intuit or through your accountant? Or using the desktop version and want to move to the cloud? No problem! Standard data migration is FREE!

Please select one of the data migration options below:

Standard Data Migration: Free of charge! XSI’s proven team will migrate all data.XSI Guided Custom Migrations: $15/hour. This is for highly confidential environments. No access will be granted to the XSI migration teamNone: This is a new Quickbooks Online Account and does not need data migration.

3. Purpose-Powered Payment Add-on: Transform every credit card payment into a small donation to the causes your team loves! In partnership with Global Payments, the world's leading commerce platform, this exclusive XSI-PIE Virtual Terminal is fully integrated with your Quickbooks Online account! We will also meet or beat your current processing rate. Use this terminal either standalone and/or integrated with Quickbooks. Read more about integrated payments here.

Would you like to consider Purpose-Powered Payments with your Quickbooks subscription?

Yes! I would like to explore this Add-on: If you check this box, a member of the XSI team will be in touch to move you through the application process.(Note: a separate GPI / Open Edge Client Worksheet Form will be sent separately. Donations vary by card type but average about .1% of each credit card sale donated to charity.)No, not at this time: This payment option is not a fit currently

4. Purpose-Powered Quickbooks Payroll: Turn that boring payroll expense into an exciting donation to the causes your team loves!

Let us know the best Purpose-Powered Payroll option for your business:

None: We have our own payroll and are not interested in purpose-powered Payroll.QBO Payroll Elite: $125 / month + $10 / Employee/month. Include free QBO Time Elite! 7% of your annual payroll expense will be donated to the charity of your choice!Payroll Premium: $75 / month + $8 / Employee/month. includes free QBO Time Premium. 7% of your annual payroll expense will be donated to the charity of your choice!Payroll Core: $45 / month + $5 / Employee/month. 5% of your annual payroll expense will be donated to the charity of your choice!

5. Purpose-Powered Time Products: Turn that boring timecard expense into an exciting donation to the causes your team loves!

Let us know the best Purpose-Powered Time option for your business:

None: We are not interested in this Purpose-Powered Time offering at this time. QBO Time Elite - $40 / month + $10 / Employee/month: 5% of your annual spending is donated to the charity of your choice!QBO Time Premium - $20 / month + $8 / Employee/month. 5% of your annual spending is donated to the charity of your choice!

Payment Terms

Payments will be charged monthly in advance of service and generally collected on the first of the month. Service for partial months service will be prorated based on the days of use.

For all PIE Customers, payments will be made via ACH. To maximize donations, we do not accept credit cards for this program. A secure ACH link will be sent with your first invoice.

Your Company authorizes Xceleran Software, Inc. (“Xceleran”) to charge your bank account accordingly. If payments are delayed, access to QBO products can be denied.

Please note that if Intuit changes pricing, pricing changes with XSI will change accordingly. You will be notified in the case of any price changes.

I have read and understand the Agreement and Payment Authorization terms. I certify that I have the authority to request these services on behalf of the company.

Company

Name

Title

Email

example@example.com

Phone

Date

Next Step:

After submitting the form, a separate ACH email request will follow to finalize the account setup.