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Sign up for QuickBooks Business Account

by Intuit Updated 2 years ago

We’ve teamed up with Modulr to provide the QuickBooks Business Account. This article covers everything you need to apply for an account so you can get paid, make payments and manage your finances all in QuickBooks Online.

What you’ll need 

If you’re applying for a QuickBooks Business Account, you’ll need to provide certain documents such as proof of identity, business and address. 

Make sure you have the following documents to hand as you will need to include these when filling out your application. 

  • Company name, email address and phone number
  • Proof of ID (this is an identification document that must be valid and within the expiration date), please ensure that you attach a photograph of the original identification document
    • This can be your passport, National Identity card, photocard driving license, residence permit, valid IND application registration card
  • Your QuickBooks company ID (follow these steps to find your company ID in QuickBooks)
  • Proof of your home address (dated within the last 3 months) 
    • This can be a bank statement, building society or credit card statement, council tax bill, employer or further education letter, NHS medical card, tenancy agreement, utilities bill, vehicle registration document
  • Company House Registration number (consist of 8 numbers or 2 letters followed by 6 numbers), if applicable
  • Your 5-digit industry SIC code
  • Proof of trading as a sole trader document (dated within the last 3 months)
    • This can be 3 months of bank statements, certified accounts, most recent tax return or a document that proves your business is a member of a professional body
  • Proof of trading address clearly showing the business name and trading address (dated within the last 3 months)
    • This can be a bill or bank statement

Open Modulr’s online application form and enter the following:

  1. First name, middle name (if you don’t have a middle name, enter N/A), and last name 
  2. Business email address 
  3. Business phone number (make sure you can receive text messages on this number, you’ll be asked to enter this twice)
  4. Date of birth (in the format DD/MM/YYYY)
  5. Attach one proof of ID 
  6. QuickBooks company ID
  7. Business legal name
  8. Business address 
  9. Town/city 
  10. Postcode 
  11. Tick the Add home address box if your home address different from the business address and enter the following: 
    1. Home address 
    2. Town/city 
    3. Post code 
  12. Attach one proof of your home address (must be dated within last 3 months)
  13. Select the nature of your business  (this is the business offering to clients/customers) 
  14. Company’s 5-digit industry SIC code 
  15. Attach one proof of trading as a sole trader document 
  16. Attach one proof of trading address
  17. Tick the box to confirm you understand, accept and agree to the Modulr terms and conditions.
  18. Tick the box to confirm you understand, accept and agree to the QuickBooks terms of service
  19. Select Submit

Once you submit your application, you’ll receive an email confirmation within 24 hours.

Sign up now

Open Modulr’s online application form and enter the following:

Step 1. About your business

Note: Add the details of the person who will be using QuickBooks Business Account in the company. 

  1. First, middle (if you don’t have a middle name, enter N/A) and last name
  2. Business email address
  3. Business phone number (make sure you can receive text messages on this number, you’ll be asked to enter this twice)
  4. QuickBooks company ID (follow these steps to find your company ID in QuickBooks)
  5. Business legal name
  6. Company House Registration number
  7. Business address
  8. Town/city
  9. Postcode
  10. Select the nature of the business (this is the business offering to clients/customers)
  11. Industry SIC code
  12. Select Next

Step 2. Your applicant director 

Note: This is the person responsible for the application. Contact details are required in the event that Modulr needs more information to progress the application. Please provide information of all registered directors.

  1. First, middle (if none, enter N/A) and last name
  2. Date of birth (in the format DD/MM/YYYY)
  3. Director’s email address
  4. Director’s phone number (make sure you can receive text messages on this number)
  5. Director’s home address
  6. Town/city 
  7. Postcode 
  8. If applicable, tick the box to Add a second director and enter their details. Do this for all directors. 
  9. Select Next

Step 3. Your ultimate beneficial owner(s) 

These are individuals either owning or controlling 25% or more of shares or voting rights in a company. Add the details of all beneficial owners.

Note: If no individual ultimately owns 25% or more, either directly or indirectly, please give the details of the next largest individual shareholder or a relevant director.

  1. First name, middle name (if none, enter N/A), and last name 
  2. Date of birth (in the format DD/MM/YYYY)
  3. Home address 
  4. Town/city 
  5. Postcode 
  6. Enter the exact percentage % of ownership for UBOs with 25% or more (Note: If no individual ultimately owns 25% or more, either directly or indirectly, please provide the details of the next largest individual shareholder or a relevant director)
  7. Attach one proof of ID that is valid and dated within the last 3 months, please ensure that you attach a photograph of the original identification document.
    1. This can be a passport, National Identity card, photocard driving license, residence permit, valid IND application registration card
  8. Attach one proof of address (dated within the last 3 months) 
    1. This can be a bank statement, building society or credit card statement, council tax bill, employer or further education letter, NHS medical card, tenancy agreement, utilities bill, vehicle registration document
  9. If applicable, tick the box to Add a second Unlimited Beneficial Owner and enter their details. Do this for all UBOs. 
  10. If applicable, tick the box to Add a person with Significant Control (PSC) and enter their details
  11. Tick the box to confirm you understand, accept and agree to the Modulr terms and conditions
  12. Tick the box to confirm you understand, accept and agree to the QuickBooks terms of service
  13. Select Submit

Once you submit your application, you’ll receive an email confirmation within 24 hours.

Sign up now

Set up, activate and manage your account

Once your registration is approved, you’ll receive an email confirmation to let you know that your application is successful. The next step is to set up and activate your QuickBooks Business Account

If your application is unsuccessful don’t worry, you may just need to provide more information. Modulr will be in touch and will work with you on what the next steps will be.

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