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QuickBooks Training Intake
Thanks for booking QuickBooks Online training. This helps me plan your sessions around what you need.
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Your name
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Email
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Phone
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How do you prefer to be contacted?
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Email
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Business name
learn? QuickBooks you
What does your business do?
Which QuickBooks Online plan do you have?
Simple Start
Essentials
Plus
Advanced
I don’t have QuickBooks Online yet
Not sure
How comfortable are you with QuickBooks Online now?
Brand new to it
I know the basics
I use it but have gaps
I’m fairly confident
What would you like to learn? (choose all that apply)
Setting up QuickBooks
Categorizing bank and credit card transactions
Reconciling accounts
Invoicing and getting paid
Entering and paying bills
Running and reading reports
Sales tax
Payroll basics
Getting ready for tax time
Anything specific you’re stuck on or want to make sure we cover?
Days and times that usually work for you for Zoom sessions
Have you added me as your accountant user in QuickBooks Online?
Yes
Not yet, please send me instructions
Not needed for training
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