• Was this page helpful?
Intuit Blog
|
Support
Point of Sale
|
GoPayment
|
Payroll
|
Quickbooks
|
Website Services
Intuit
Sign In
Register
QuickBooks General Forum QuickBooks Payroll 3rd Party Apps that work with QuickBooks QuickBooks Accountant Edition QuickBooks Online for Accounting Professionals QuickBooks Enterprise Solutions QuickBooks Point of Sale
ProAdvisor Program & Certification
ProSeries DMS ProSeries Community
Lacerte DMS Lacerte Community
Intuit Tax Online Tax Research for Lacerte and ProSeries Tax Import for Lacerte and ProSeries Intuit Practice Management EasyACCT Intuit Statement Writer
Starting and Managing Your Practice Classifieds Intuit ProConnection Newsletter Intuit Academy Training Your Peers Recommend
  • QuickBooks & Payroll
  • ProAdvisors
  • Lacerte
  • ProSeries
  • Productivity Tools
  • Training & Resources
Leaderboard
Hide Advanced Search
 
All of these words
Any of these words
This exact phrase
None of these words
In this forum
With posts written by
With posts from
to
mm/dd/yy
mm/dd/yy
Show Advanced Search
Home   Help for Accountants   Training and Resources   Starting and Managing Your Practice   Workflow & Your Clients  
hide
01/26/2012 at 02:08PM PST
We’ve seen a scam e-mail regarding Intuit tax information floating around today. This e-mail was not sent or authorized by Intuit. If you ever wonder whether an e-mail from Intuit is real or fake, please refer to the link below.

Thank you

http://security.intuit.com/security-alerts.php
1
11691
dH2IxEheKr3yUmabTJhmjm
Subscribe RSS
cpafinally5
cpafinally5
Questions asked: 4
Questions answered: 2
Points earned: 2
cpafinally5
cpafinally5
Questions asked: 4
Questions answered: 2
Points earned: 2
New Member
09/13/06 12:53am PDT

Client Questionaires

Hello, My name is Sandi and I am new. I am starting an accounting business for small businesses and I am beginning to create the client questionaires to set-up the client's books in QB and was wondering if any of you have seen sample questionaires to provide to the client for the set-up of their books from end-to-end (company set-up, employee/payroll set-up, etc) to use as guidance. Thanks

 
Attachments:
view152.html
view140.html
view108.html
view103.html
view157.html
view104.html
view119.html
view134.html
view131.html
view144.html
view121.html
view123.html
view139.html
view116.html
view125.html
view109.html
view145.html
view137.html
view135.html
view132.html
view107.html
view146.html
view148.html
view106.html
view154.html
view120.html
view101.html
view149.html
view138.html
view141.html
view143.html
view147.html
view136.html
view124.html
view129.html
view153.html
view159.html
view128.html
view160.html
view113.html
view151.html
view127.html
view115.html
view155.html
view118.html
view114.html
view158.html
view156.html
view126.html
view130.html
view111.html
view122.html
view133.html
view112.html
view117.html
view110.html
view142.html
view105.html
view102.html
view150.html
Submit a reply to this question
Type of Abuse
Abusive behavior
 
Inaccurate information
 
Other (add details below)
 
Add Details
Cancel_sm Submit_sm
 Report Abuse
3 Replies
LauraD
LauraD
Questions asked: 153
Questions answered: 11731
Points earned: 21140
Advanced Certified ProAdvisor
Advanced Certified ProAdvisor
These ProAdvisors have successfully completed extended training, distinguishing themselves as highly proficient QuickBooks experts.
Certified ProAdvisor
Certified ProAdvisor
Certified ProAdvisors have successfully completed an extensive and rigorous QuickBooks certification program.
Accountant Community AllStar
Accountant Community AllStar
Advisory council of Accountant community power users.
Allstar
Allstar
Advisory council of community power users.
ProAdvisor
ProAdvisor
Members of the QuickBooks ProAdvisor Program
Certified ProAdvisor - ES
Certified ProAdvisor - ES
These ProAdvisors have successfully completed extended training, distinguishing themselves as highly proficient Enterprise Solutions experts
Certified ProAdvisor - POS
Certified ProAdvisor - POS
These ProAdvisors have successfully completed extended training, distinguishing themselves as highly proficient QuickBooks POS experts
LauraD
LauraD
Questions asked: 153
Questions answered: 11731
Points earned: 21140
Allstar, Accountant Community AllStar
05/06/06 8:20pm PDT

Try this link:
https://accountant.intuit.com/...

Laura Dion
Cents-able Bookkeeping
My motto:
Keep it as simple as you can. . .with only as much detail as you need.

When in doubt, make a backup first!!

*****
Laura Dion
Cents-able Bookkeeping, LLC

www.centsablebookkeeping.com
Type of Abuse
Abusive behavior
 
Inaccurate information
 
Other (add details below)
 
Add Details
Cancel_sm Submit_sm
This helped me! Add 1 point.
1
Reply to this Answer
 Report Abuse
 
 
 
cpafinally5
cpafinally5
Questions asked: 4
Questions answered: 2
Points earned: 2
cpafinally5
cpafinally5
Questions asked: 4
Questions answered: 2
Points earned: 2
New Member
05/07/06 12:10am PDT

I agree, thanks for the link. I guess your are right, small business owners probably wouldn't take to time to fill it out. I just want to make sure that I ask for everything completely upfront, I would hate to keep going back to a client to request more info. again and again.

Type of Abuse
Abusive behavior
 
Inaccurate information
 
Other (add details below)
 
Add Details
Cancel_sm Submit_sm
This helped me! Add 1 point.
0
Reply to this Answer
 Report Abuse
 
 
 
cpafinally5
cpafinally5
Questions asked: 4
Questions answered: 2
Points earned: 2
cpafinally5
cpafinally5
Questions asked: 4
Questions answered: 2
Points earned: 2
New Member
05/07/06 7:30pm PDT
Latest post

Good points...thank you.

I just wanted to make sure I had a complete list of the basic documents to ask for up front without having to keep going back to them for these. I don't mind having to ask more questions if I come up with them from the info. they previously provided.

Wow, some great judgement on your part with that potential client. What a relief, huh?

Type of Abuse
Abusive behavior
 
Inaccurate information
 
Other (add details below)
 
Add Details
Cancel_sm Submit_sm
This helped me! Add 1 point.
0
Reply to this Answer
 Report Abuse
 
 
 
   
 
Submit a reply to this question
 
Subscribe RSS
Tags for this topic
    Help other users find this post by tagging it
Use commas to add multiple tags
Add tags
Latest Site Activity
Pause Feed
dhhcpa
42 secs ago
dhhcpa
replied to
HOW SHOULD WE FILE THE DECE...
qbteachmt
1 min ago
qbteachmt
replied to
What can't you filter job p...
taxguy623
2 mins ago
taxguy623
replied to
EIC Fraud-ethics
taxguy623
3 mins ago
taxguy623
replied to
EIC Fraud-ethics
IRMN
4 mins ago
IRMN
replied to
HOW SHOULD WE FILE THE DECE...
Product Resources
QuickBooks Tax Products Payroll ProAdvisor Program Training and Certification Feedback Survey
Resources: Find Local ProAdvisor Tax Almanac Practice Resources
Support: QuickBooks Lacerte ProSeries EasyACCT
Community Home Help with Intuit Products Start & Grow Your Business Help for Accountants Small Business Blog Join us on Facebook Follow us on Twitter Watch us on YouTube Meet us on LinkedIn
About Intuit | Careers | Register Your QuickBooks | QuickBooks Affiliate Program | Privacy | Legal | Contact Us | Our Hosts
© 2012 Intuit, Inc. All rights reserved. Intuit and QuickBooks are registered trademarks of Intuit, Inc.
Terms and conditions, features, support, pricing and service options subject to change without notice.
TRUSTe - Privacy Standards and Principles
Intuit Websites - Create the perfect site
Intuit Small Business
QuickBooks Accounting Software
Small Business Grants
QuickBooks Online Accounting
Intuit Payroll Services
Intuit Credit Card Processing
Intuit Business Directory
Intuit GoPayment
Intuit Small Business Education
Intuit Small Business Blog
Love a Local Business