22 Nov Set Up Checklist
QUICKBOOKS SET UP CHECKLIST (New file) |
Date |
Company Name |
Company Phone/Fax/E-Mail/Website |
Company Address/Country |
Company Industry |
Contact Name for Accountant |
Contact Phone/Fax/E-Mail for Accountant |
How will the new file be named (i.e. file name) and where will it be saved? |
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Should an industry be chosen when creating the file or is an existing chart of accounts to be used? (see C of A form) |
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What type of entity (sole-prop/corp/non-profit/etc)? |
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What is the report basis (cash or accrual) and year end (i.e. 9/30, 12/31, etc) |
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What are the user names, passwords, and access areas for each person who will use the software? (see form) |
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What start date will be used? (Note: Last day of the previous period is preferred) |
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Who will provide the beginning balances and support schedules as needed? |
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How should the company preferences be set? (I.e. account numbers, audit trail, report basis, etc.) (see form) |
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Who is responsible for backing up the data? |
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Will class tracking be used? |
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How will customers be named? Will the job function be used? Use of type or custom fields? |
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Who will provide samples of invoices, reports, etc. if they are to be customized? |
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What type of items will be setup? Use inventory? |
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Who is responsible for ordering checks and any other pre-printed forms? |
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Will the payroll features be used? If so, who is responsible for obtaining the appropriate tax table? |
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How will vendors be named? Are the tax id numbers to be captured for 1099s? Use of type or custom field? |
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Are there sales tax issues to be considered? |
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Will Accounts Receivable functions be used? |
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Will Accounts Payable functions be used? |
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Are there additional services or add-on products that need to be purchased or set up? |
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