Name*

Business Name*

Email*

Telephone*

Country*

Software Migrating From*

Name of the software*

QuickBooks Conversion Date (dd/mm/yyyy)*

Financial Year End Month*

Additional 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*

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