Hi Everyone!
I hope to develop a checklist of items you can ask a customer to set up their Quickbooks. Here's what I have sop far. please help me add:
1. Company name, address, phone number, email address, etc.
2. Business structure (DBA, C corp, S corp, etc) and Tax ID
3. Cash basis or Accrual based accounting
4. Bank account numbers and statements
5. Credit card account numbers and statements
6. All previous tax forms (Federal, State, Local, Sales taxes, Payroll taxes)
7. All tax account numbers
8. State and local tax %s and taxing entity name for payments.
9. Chart of account names they use for income, other assets, expenses, equity including owner's.
10. Logo's for company and if they want on their invoices and statements
11. Payment terms for customers
12. Existing customers names, address, phone numbers, emails.
13. Existing vendors and all contact info and available payment terms.
14. Information they want on their invoices to customers.
15. All business locations and if they bill differently such as another state with different sales taxes and taxing entities.
whew, that's a start. What else can we add?
