QuickBooks Migration Questionaries Name*Business Name*Email* Telephone*Country*Software Migrating From*Software Migrating FromAccess DimensionAkauntingAqillaAccounts PortalBenchCrunchClearBooksExactExcelExchequerFreeagentFarmlandsFirstBooksFreshBooksGoDaddy (Formerly Outright)Great PlainsKashFlowKashooMicrosoft DynamicsMYOBMYOB EssentialMoneyWorksNetSuitePandlePegasus Opera 3QuickBooks DesktopQuickBooks OnlineQuickFileQuickenReconRevisoSage 50Sage 50 InstantSage OneSage intactSage X3Sage 200TasTwinfieldVT AccountsWaveXeroXledgerZoho BooksZipBooksOthersName of the software*QuickBooks Conversion Date (dd/mm/yyyy)*Day12345678910111213141516171819202122232425262728293031Month123456789101112Year2025202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Financial Year End Month*SelectJanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecemberAdditional Years Required? (Maximum 12 years)*Do you need full historical transaction or just financial year end figures?* Full historical transaction – Useful for reporting or referring to past data in QuickBooks Financial year end figures- Useful for a fresh start or really messy legacy data Average number of sales invoices per month?*Average number of purchase invoices per month?*Average number of Bank Transaction per month?*Do you want to use Multicurrency feature in QuickBooks?* Yes No Number of foreign currencies Bank account?*Do you want to use Fixed Asset register features in QuickBooks?* Yes No Number of Fixed Asset at Conversion date?*Do you want to use tracking/ department/cost centre?* Yes No Number of tracking/department/cost centre*Do you need payroll migration?* Yes No Number of employees?*Do you need Pension setup (UK Only)?* Yes No Number of employees?*Do you want to use QuickBooks Project feature?* Yes No Number of projects you want us to setup including historical project?*Do you want certain files attached to QuickBooks Transaction?* Yes No Number of attachments?*Do you want to use Inventory features in QuickBooks?* Yes No How many inventory items do you have?*Do you need third-party app integration?* Yes No Name of connected App*Message*Consent* I consent to my data being stored and used for onboarding purposes*Consent* You agree with our privacy policy*CAPTCHA
