1. Client Information
Business Entity Type (LLC, S-Corp, Sole Prop, etc.) Industry / Type of Business 2. QuickBooks Status
New QuickBooks Online subscription neededAlready have QBO subscription
Migrating from QuickBooks DesktopMigrating from other software (specify below)
Other Software Currently Used (if any) QuickBooks Login Email (if already subscribed) 3. Accounts to Connect
List each account that needs to be connected to QuickBooks.
Loan / Line of Credit Account(s) 4. Users & Access
Number of Users Needing Access Names / Emails of Additional Users (if known) Accountant/bookkeeper access needed for Precise Financials, LLC
5. Training Preferences
1-on-1 training session (included in setup)Ongoing support add-on
Preferred Training Format (video call, in-person, written guide) Specific Features You Would Like Training On 6. Documents to Have Ready
- List of all bank and credit card accounts to connect
- Existing chart of accounts, if one exists
- Prior QuickBooks file or export, if migrating
- Names and roles of any additional users
Signature
Precise Financials, LLC — Brittney Cooke
