QuickBooks On-Boarding Questionnaire
Email Address
*
Your Name or Company Name.
*
What Quickbooks Version do you have?
*
What is the Licensee Number?(this field is optional for more a accurate evaluation)
What is the Product Number (this field is optional for a more accurate evaluation)
How many users will need to connect to this Quickbooks installation?
*
How many locations are you’re users in? (Include all office and Home locations)
*
Does you Quickbooks installation connect to your Bank?
*
Yes
No
If you checked (Yes), What is the name of your Bank?
Does your Quickbooks installation connect to any 3rd party applications?
*
Yes
No
If (Yes) Please list all 3rd party EDI and web applications communicating with this Quickbooks Installation.
Please furnish a list of all Printers and their locations that need to print from Quickbooks.
*
Is you Quickbooks installation currently on a Local Network or on a Cloud Network.
*
Local Network
Cloud Network
Not Sure
Is there just one Quickbooks Database or are their Multiple databases?
One
Multiple
If Multiple Databases how many database do you have?
How do you currently Backup your Databases?
Do you have a current support contract for your Quickbooks Installation?
Yes
No
If so is that a 3rd party contract or a contract with Intuit?
Do you have a local Administrator that also takes care of your Quickbooks database?
*
Yes
No
Do you need more Quickbooks user licenses then you currently have?
*
Yes
No
Do you require Microsoft Excel for your Quickbooks reporting?
*
Yes
No
Do you currently email from Quickbooks?
*
Yes
No
If so who is your current Email provider?
Additional Questions?
Security Question:
2+2=?