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Business Profile
The following questions will help us recommend the best options for your bookkeeping situation.
Are you new to Quickbooks Online?
Yes
No
Select your industry.
Accounting
Administrative
Advertising
Agricultural
Animals
Apparel
Appearance
Appliances
Appraisal
Architecture
Art
Associations
Auction
Automotive
Barter Exchange
Books
Business
Child Services
Cleaning
Coach
Collectibles
Computer
Consulting
Deliveries
Educational
Electronics
Embroidery
Employment
Engineering
Engraving
Entertainment
Environmental
Equipment
Event Planning
Facilities
Financial
Flowers
Food/Beverages
Fuels
Funeral
Furniture
Gifts
Glass
Graphic Design
Health and Wellness
House and Contents
Information Technology
Insurance
Interior
Jewelry
Landscaping
Language
Mail Services
Marketing
Media
Medical
Mortgage
Moving & Storage
Non-Profit Organization
Office
Organizing
Other
Personal Services
Pest Control
Photography
Pools and Hot Tubs
Printing
Public Relations
Real Estate
Recreation
Retail
Security
Signs
Speaking
Sports
Telecommunications
Trades
Transportation
Travel
Unknown
Wedding
Window
Writing Services
Is your business a startup (<3 yrs in business)?
No
Yes
What is the legal structure of your business?
Sole Proprietorship
Partnership
Limited Liability Company
C-Corporation
S-Corporation
What accounting basis does your business follow?
Cash
Accrual
Not sure
Do you sell products or services?
Product
Service
Both
Are your accounting records up to date?
Yes, my books are up to date.
I am behind 1-3 months.
I am behind 4-12 months.
I am behind by 1 year or more.
How many bank accounts/credit cards does your business use?
Enter a numeric amount
What is the monthly transaction count for all bank accounts/credit cards?
Enter a numeric amount.
Do you tend to mix personal finances with the business?
No
Yes
How do you invoice clients?
Sales are recorded in a point of sale system.
I use a manual invoice template.
Invoices are sent from Quickbooks Online.
Other:
How do you pay bills?
All bills are setup on autopay.
I write/print checks myself.
I use an online bill pay service.
Other:
Do you file sales & use tax?
Yes, I file them myself quarterly.
Yes, my accountant files it for me.
No, I do not file sales tax.
Other:
How many W-2 employees do you have?
Enter a numeric amount
How many 1099 contractors do you have?
Enter a numeric amount
Additional comments:
Contact Information
Name of Business
Contact Name
Title
Phone
Time zone
Pacific
Mountain
Central
Eastern
Email
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