New Quickbooks Client

QuickBooks File Set-up Info

This form is used to set up new Quickbooks files for new clients or QB hosting clients

Name*
First Last
Mobile Phone #*
Date of Birth*
Last 4 digits of SS#*
Address*
Street Address City State / Province / Region ZIP / Postal Code
Email*
Website
Company Legal Name
Type of Business - choose correct type*
Federal EIN or Social Security number*
State Tax ID
Business Bank Name & Website*

Used in setting up your QuickBooks Online downloads
Bank Online ID & Password*

Used in setting up your QuickBooks Online downloads
Bank Online Access - Security Question/answers*

Used in setting up your QuickBooks Online downloads
Business Credit Card - Website for online access

This will be used to set up your Credit Card so it is downloading into QuickBooks Online
Credit Card Id & Password

Used to set up your CC to download into QBO
Credit Card security questions/answers

Used in setting up your QuickBooks Online downloads
Agreement to create merchant account in Quickbooks (optional)
I agree to Merchant Account Set Up
I agree to The Productivity Experts setting up a Merchant account in my QuickBooks file and agree to pay Intuit's merchant fees and can cancel the merchant account at any point on my own through the Quickbook file.
Consent to connect bank accounts to your Quickbooks Online account*
I agree to the release of the above information
I hereby authorize The Productivity Experts to use the above information in setting up our QuickBooks file and connecting to our bank and credit card accounts.
Payment agreement*
I agree to payment policy
I agree to let The Productivity Experts make one-time or recurring monthly electronic debits from my bank account/or credit card for QuickBooks File hosting, training or coaching/consulting services. I will give a minimum of 30 days' notice in writing for any cancellations to this agreement.

New Quickbooks Client

QuickBooks File Set-up Info

Schedule a Complimentary Consultation with Cathy

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