QUICKBOOKS SUPPORT FORM
Questions? Contact Mike Perry or email qbhelp@lutz.us
Are you completing this form as a client or a Lutz employee?
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Client
Lutz Employee
Lutz Employee Submitting Ticket
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First Name
Last Name
Locator #
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Company Name
*
Contact Person
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First Name
Last Name
Contact Person Email
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example@example.com
Contact Person Phone #
*
Preferred Method of Communication
Email
Phone
Request Type
Please Select
New QBO Client Setup
General Help Ticket
QuickBooks Desktop to QuickBooks Online (existing client)
Other Type to QuickBooks Online (existing client)
Is the Company a Non-Profit?
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Yes
No
Which version of QuickBooks Online do you anticipate using?
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Please Select
Simple Start
Essentials
Plus
Advanced
To help determine which version is right for you, please click link below.
Click here
to view Quickbooks Online plans and pricing.
How many users do you expect will be entering transactions to QuickBooks Online?
*
Do you anticipate using classes, departments, locations, or budgets?
Yes
No
Will your team require payroll processing?
*
Yes
No
Will your team need to generate and send invoices for A/R?
Yes
No
Do you anticipate entering bills and paying them later for A/P purposes?
Yes
No
Do you anticipate using BILL.com?
Yes
No
Do you foresee needing any additional integrations?
When would be the preferred go-live date?
-
Month
-
Day
Year
Date
Do you anticipate requiring training?
Yes
No
Do you anticipate using an existing chart of accounts?
*
Yes
No
Do you anticipate tracking inventory?
*
Yes
No
Do you collect sales tax in multiple states?
Yes
No
Do you anticipate having beginning balances for your accounts?
Yes
No
If yes, please provide
*
QuickBooks Type
Desktop
Online
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