Evaluation Form

Client Evaluation Form Required for new set up and QuickBooks Tune up Diagnostics	Print

1) Business Legal Name:*
2) Business Operation:
3) Address line 1:
Address line 2:
Parish:

4) Email Address:*
5) Primary contact no:*
6) Secondary contact no:
7) Mobile Phone:
8) Business Type	Sole PN INC LTD NP
9) Number of Employees:
10) Computer Operating System:

11) Financial Year:	-
12) VAT Registration #
13) QuickBooks Version / Year:
14) QuickBooks License #
15) QuickBooks Reg. #

16) Do you have a network:

17) Mark QB tasks used / interest Invoicing Entering Expenses/Reimbursable Managing Bank Accounts Credit Card Account Bank Reconciliations Loans VAT Payroll Time Tracking Purchase / Sales Orders Estimates / Quotations Inventory	18) Source documents required for set up: Receipt book Cheque book / stubs Deposit book Customer Invoices Supplier Bills Bank Statements Loan information Fix Asset List / Cost Payroll spreadsheet Previous Financial Statements Other

19) Number of QB work stations:
20) How many persons will be trained?
21) Proposed Service Date format dd/mm/yy

» EVALUATION

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