QuickBooks Online Setup Assessment

First Name *

Last Name *

Organization *

Phone *

Email *

Do you have your bank accounts and credit cards connected to QuickBooks Online to transmit transactions daily? *

Yes

Type an Option

Do you have Bank Transaction Rules configured... *

to categorize transactions for manual review

auto-add transactions without review

or not at all?

Do you have recurring transactions configured... *

to remind you of transactions to enter

auto-add transactions without review

or not at all?

If you use an external Point of Sale system, such as Square or Stripe, do you have a QuickBooks Online App connection installed to transmit sales data daily? *

Yes

I don't know

I don't need/use an external Point of Sales

If you run payroll through an external payroll platform, such as ADP, Paychex or Gusto, do you have payroll entries automatically posted in QuickBooks with each payroll? *

Yes

I don't know

Type an Option

Do you feel your products and services are configured and mapped properly to your Chart of Accounts? *

Yes

I don't know

In your Chart of Accounts, do you use account numbers to override alphabetical order and organize how the accounts are listed in reports? *

Yes

I don't know

In your Chart of Accounts, do you use Sub-accounts to help group similar types of accounts together?

Yes

I don't know

When you run invoices, whether in QuickBooks or otherwise, are your invoices configured with net terms *

Due on Receipt

Net 15

Net 30

Depends on Contract

Other

When you pay vendors, do you document their address and tax ID and attach their W-9 in the vendor details? *

Yes

I don't know

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