QuickBooks Clean-Up Project Questionnaire
Please help us understand your current QuickBooks Online setup to ensure an accurate quote and smooth books clean-up project.
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What is the name of your business? *
What is your primary industry? *
QuickBooks Setup
Let us learn more about your current Quickbooks Online set up.
What is your QuickBooks Online subscription level? *
Do you have accountant access set up for your QuickBooks Online account? *
What date range needs cleanup? (e.g., Jan 2023–Dec 2023)

*
Accounts
How many bank and credit card need cleanup? List names if possible *

Do you use PayPal, Venmo, Stripe, etc.? If so, which ones?

 *

Do you run payroll?

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Transactions & Categorization
Roughly how many transactions per month go through your accounts? (Include bank, credit cards, PayPal, etc.)
 *
What are the main issues you are experiencing with your QuickBooks Online books? *
Required
If you selected 'Other' above, please describe the issues.

Have any transactions already been categorized this year?

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Have any of your accounts been reconciled in Quickbooks Online?

 *

Do you send invoices or receive payments through Quickbooks Online?

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Do you enter bills into Quickbooks Online?

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How would you rate the current accuracy of your QuickBooks Online books?
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Extra Information
Are there any third-party apps integrated with your QuickBooks Online account?
If yes, please list them.
What is your preferred method of communication during the clean-up project?
When would you ideally like this clean-up project to be completed?
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