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New Client Checklist - QuickBooks

QuickBooks Online Conversion Checklist1 New Client ChecklistNew Client DetailsHow to use this form:Try using this handy New Client details form in your initial meeting with your new Client to establish their needs. Select the features your new Client needs. Then cross check to the four columns in the middle to decide which subscriptionis best for their business needs. The shows what is included in each of Company:Legal Name:Contact Name:Phone Number:Website:Email:Address: Street, CityAddress: State, ZipIndustry:Entity:EIN: QuickBooks Online Conversion Checklist2 Tax Form:Year-end:Number of UsersCurrent software & version:Apps currently in use:Estimated Taxes (Schedule C)Mileage TrackingInvoicesOnline InvoicesCustom InvoicesSales ReceiptsProduct & Service ItemsEstimatesSales TaxStatementsConvert from QuickBooks DesktopImport lists from ExcelProduct Features RequiredWhat features does your Client need?Self EmployedSimple StartEssentialsOnline PlusQuickBooks Online Conversion Checklist3 Integrate Apps (see below)Print ChecksPayrollPayablesRecurring TransactionsMulti-currencyDelayed ChargesTime TrackingTime Tracking Only UsersBillable HoursExpenses by CustomerBillable ExpendituresClass TrackingLocation TrackingBudgetsInventory [FIFO]Purchase Orders1099-MiscReports Only UsersQuickBooks Online Conversion Checklist4 Product Features RequiredWhat are existing challenges, inefficiencies, or bottlenecks in the Client s business management or work

Payroll Payables Recurring Transactions Multi-currency Delayed Charges Time Tracking Time Tracking Only Users Billable Hours Expenses by Customer Billable Expenditures Class Tracking ... Apps.com or Apps tab in QuickBooks Online Accountant Apps.com or Apps tab in QuickBooks Online Accountant

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Transcription of New Client Checklist - QuickBooks

1 QuickBooks Online Conversion Checklist1 New Client ChecklistNew Client DetailsHow to use this form:Try using this handy New Client details form in your initial meeting with your new Client to establish their needs. Select the features your new Client needs. Then cross check to the four columns in the middle to decide which subscriptionis best for their business needs. The shows what is included in each of Company:Legal Name:Contact Name:Phone Number:Website:Email:Address: Street, CityAddress: State, ZipIndustry:Entity:EIN: QuickBooks Online Conversion Checklist2 Tax Form:Year-end:Number of UsersCurrent software & version:Apps currently in use:Estimated Taxes (Schedule C)Mileage TrackingInvoicesOnline InvoicesCustom InvoicesSales ReceiptsProduct & Service ItemsEstimatesSales TaxStatementsConvert from QuickBooks DesktopImport lists from ExcelProduct Features RequiredWhat features does your Client need?Self EmployedSimple StartEssentialsOnline PlusQuickBooks Online Conversion Checklist3 Integrate Apps (see below)Print ChecksPayrollPayablesRecurring TransactionsMulti-currencyDelayed ChargesTime TrackingTime Tracking Only UsersBillable HoursExpenses by CustomerBillable ExpendituresClass TrackingLocation TrackingBudgetsInventory [FIFO]Purchase Orders1099-MiscReports Only UsersQuickBooks Online Conversion Checklist4 Product Features RequiredWhat are existing challenges, inefficiencies, or bottlenecks in the Client s business management or workflow?

2 Notes/advisoriesWhat extra requirements does the Client have that could be met by adding an App?Merchant Services Bill Pay ReportingSales OrdersInventory AssemblyUnits of MeasurePrice LevelsTime Tracking approval & GPSB illing: Wholesale v IndependentQuickBooks or Apps tab in QuickBooks Online or Apps tab in QuickBooks Online or Apps tab in QuickBooks Online or Apps tab in QuickBooks Online or Apps tab in QuickBooks Online or Apps tab in QuickBooks Online or Apps tab in QuickBooks Online AccountantWholesaleFunctionalityWhere to Locat


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