Quickbooks Setup Please provide the following information to help us set up your QuickBooks account.Email *1BASIC COMPANY INFORMATIONCompany Legal Name *Company Operating Name DBA (if different from legal name)Company Address *Company EIN *Type of Business Entity *ChooseSole ProprietorshipPartnershipLLC (Limited Liability Company)S-CorporationC-CorporationNon-Profit OrganizationOther2INDUSTRY AND BUSINESS DETAILType of Business *Business details *Primary Products/Services Sold *3OWNER/PRINCIPAL CONTACT INFORMATIONMain Contact Person *Contact person email address *Contact Phone Number *4PAYROLL INFORMATIONWill you be using Quickbooks for payroll? *YesNoDo you already have payroll service through a third party? *YesNoWill you need third party payroll integration?YesNoHow many employees do you have?State Tax ID (if applicable)5BANKING INFORMATIONDo you have bank accounts and credit cards used exclusively for this business. *YesNoChecking AccountYesNoSavings AccountYesNoDo you have Credit Cards?ChooseYesNoPlease list the names of the Credit Cards to be integrated6SALES TAX INFORMATIONDo you charge sales tax? *YesNoWill you use Quickbooks for Sales tax calculations? *YesNoWhat is your filing frequency?MonthlyQuarterlyYearly7ACCOUNTING PREFERENCEAccounting Method *CashAccrualNot Sure?Fiscal Year End Month *ChooseJanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember8USER & ACCESSNumber of Quickbooks User needed? *Preferred Email for Primary Login *List emails and names for additional users *Do you track Classes or Locations?ChooseYesNoDo you track Projects or Job Costing? *ChooseYesNo9Additional NotesAnything else we should know about your business setup?10Consent & ConfirmationI confirm that the information provided is accurate and I consent to its use for setting up our QuickBooks company file.Submit