Setup a new business in QuickBooks Information needed to start the process Company InformationYour Name(Required) First Last Company Legal Name Your Address Street Address Address Line 2 City Postal Code How Can We Reach You?We would love to chat with you. How can we get in touch?Your Email Address(Required) Email Address Confirm Email Address Your Phone(Required)Business StructureCorporationSoleNon ProfitCash Basis or Accrual based AccountingCashAccuralBusiness Number Please upload your business documentsLogo Yes No Send logo if you want to add to invoicesDo you want Payroll SetupYesNoWe will need the following Employee list (Legal name, Legal address, Phone number, SIN, start date, salary and direct deposit info if we are running payroll)Vacation Policy What is the vacation and sick time policy? Is vacation accrued or paid out each pay period?Pay Period Frequency Weekly - Bi Weekly - SalaryWho is your accountant Name, email and phone numberYear End reports Year end reports from accountant for previous year an journal entries if applicable. Please upload fileRent Is tax paid on your rentGST/HST Business Number Do you have access to your CRA business accountYesNoInventoryYesNoIf so, we need a price list for all the items, quantities on hand and value for the inventory, taxable status for each item, sales tax liability as of the start date, frequency of sales tax reporting, types of sale (wholesale or retail)Assets List of fixed assets, purchase information (date, cost, vendor) Do your assets accumulated depreciation?What's on your mind?Please let us know what's on your mind. Have a question for us? Ask away.Your Comments/Questions(Required)PhoneThis field is for validation purposes and should be left unchanged.
