QuickBook’s Online Client Intake
If accepted; I will need this info to open your QuickBooks account with my ProAdvisor discounted pricing. Upon acceptance you will receive a confirmation email.
Name
First Name
Last Name
Email
example@example.com this will be used to request your QuickBooks account at my discounted pricing.
Business Name
As you want it to appear in your QuickBooks account
A.B.N.
Australian business number.
Are you registered for GST?
YES
NO
Are you cash basis or accrual?
Cash basis
Accrual
Unsure
Are you a Sole-trader or Company?
Sole-trader
Company
Mobile Number
Please enter a valid phone number.
Format: (000) 000-0000.
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
QuickBooks Online Subscription Level:
Simple Start: upto 50% off the subscription - for clients starting out who want to track income, expenses, taxes and profit. *$12.50 as at Jan 2023. (Recommend for sole-traders)
Essentials: upto 50% off the subscription - for clients who also want to manage and record supplier invoices, and to create remittance advices and expense receipts. *$20.00 as at Jan 2023. (Recommend for tradies)
Plus: upto 50% off the subscription - for clients who also want to create purchase orders, payroll and manage inventory. *$27.50 as at Jan 2023. (Recommend for companies)
Please confirm that you understand this offer is for a discounted QuickBooks software subscription only? (does not include my services)
YES
NO
Please indicate if you are interested in my QuickBooks accounts admin and data entry service?
YES, send info and pricing
NO, I will handle my own data entry
MAYBE, send info just in case
Please indicate below that you have reviewed QuickBooks current pricing structure?
https://quickbooks.intuit.com/au/
Date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
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