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Super Explorer ***

Checklist of what you'll need to set up a new business in Quickbooks

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?

 

 

Solved
Best answer 09-26-2018

Accepted Solutions
Anonymous
Not applicable

Re: Checklist of what you'll need to set up a new business in Quickbooks

Hey @Michelle_ProAdv,

 

This is an awesome start. To go with #4, what about online bank account information since importing transactions will really help users starting out with their historical data?

View solution in original post

5 Comments
Anonymous
Not applicable

Re: Checklist of what you'll need to set up a new business in Quickbooks

Hey @Michelle_ProAdv,

 

This is an awesome start. To go with #4, what about online bank account information since importing transactions will really help users starting out with their historical data?

View solution in original post

Super Explorer ***

Re: Checklist of what you'll need to set up a new business in Quickbooks

Thank you, James!

Great idea. We need to add all banks and cc online info so we can import and later update and reconcile!

 

Perfect add on!

ProAdvisor

Re: Checklist of what you'll need to set up a new business in Quickbooks

HI @Michelle_ProAdv,

 

You know that saying be careful what you ask for..... @Anonymous is the secret gatekeeper of all things checklist oriented with Intuit. 

 

QuickBooks Desktop Client File Review Checklist

 

The link takes you to a massive checklist that all of the things we could think of to go through while evaluating a potential clients file.  With your permission, I would like to take you list and add anything that may be missing so I can continue to grow the list for anyone to use. Would that be OK?

 

Super Explorer ***

Re: Checklist of what you'll need to set up a new business in Quickbooks

Hi Parkwaylnc

 

 

 

Anonymous
Not applicable

Re: Checklist of what you'll need to set up a new business in Quickbooks

@Michelle_ProAdv,

 

Happy to help, and thanks @ParkwayInc for the endorsement. We made a few "getting started list" articles in collaboration with folks like @ParkwayInc:

We'd love to see more!!

 

 

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